U.S. federal trademark · Serial No. 99263441 · Reg. No. 8515878
Financial management; Financial advisory services; Investment advisory services; Financial planning; Financial services, namely, wealth management services; Financial analysis; Insurance agency and brokerage; Financial planning for retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial management in the field of funding higher education; Mutual fund investment; Mutual fund advisory services; Investment management; Financial information provided by electronic means in the field of financial education to financial service providers
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.