U.S. federal trademark · Serial No. 77143074
Conducting workshops and seminars in financial planning, estate and retirement planning, investing, and insurance; Education services, namely, providing workshops and seminars in the field of financial planning, estate and retirement planning, investing, and insurance
Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial planning; Estate planning; Financial evaluation for insurance purposes; Insurance administration in the field of life and disability; Insurance consultation
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.