U.S. federal trademark · Serial No. 99854209
Financial advisory and consultancy services, namely, advising financial service providers in the field of retirement plan design and implementation; Financial investment advisory services, namely, providing information on the selection and monitoring of funds in the field of retirement plan design and implementation; Investment management services; Financial retirement plan consulting services; Administration of employee benefit plans concerning finance
Education services, namely, providing classes, seminars, workshops, and coaching in the field of retirement plans and providing educational materials in connection with the same
Business consultation in the field of retirement plans; Financial record-keeping for regulatory compliance purposes; Financial records management; Preparation of business reports, policies and procedures; Preparation of financial statements; Vendor management services for retirement plans
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.