U.S. federal trademark · Serial No. 77142302
Financial services, namely, financial planning, financial management, estate planning, investment planning, and financial investment in the field of securities, real estate, commodities, and collectibles
Educational services, namely, conducting classes, seminars, conferences, and workshops in the field of financial planning and management, and distributing course materials in connection therewith
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.