U.S. federal trademark · Serial No. 98135290
Financial services, namely, financial planning, wealth management, and investment management services; Financial services, namely, providing tax-related analysis and strategy; Financial services, namely, providing advice regarding the creation of financial projections and maintenance thereof, providing financial advice regarding budget planning, providing advice regarding cash flow management and savings strategies; Financial services, namely, the trading of securities and shares; Financial services, namely, cash flow and debt management, providing advice regarding college savings planning, providing advice regarding employee benefits optimization, providing guidance regarding the establishment of financial goals, investment analysis, retirement planning, and risk management
Educational services, namely, conducting online seminars, webinars, courses, classes, and speaking engagements in the fields of financial planning, wealth management, and investment management; Educational services, namely, conducting offline seminars, courses, classes, and speaking engagements in the fields of financial planning, wealth management, and investment management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.