U.S. federal trademark · Serial No. 99873881
On-line financial planning services; Financial planning and investment advisory services; Financial retirement plan consulting services; Investment advisory services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, retirement planning and wealth management
Educational services, namely, providing workshops, seminars, and classes in the fields of financial planning, retirement planning, investment management, and wealth management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.