U.S. federal trademark · Serial No. 86893968 · Reg. No. 5169442
Financial services, namely, wealth management services, and providing investment options in the nature of annuities and life insurance products; Financial retirement plan consulting services; Financial consultancy and insurance consultancy; Financial planning; Providing financial services with respect to securities and other financial instrument products, namely, providing financial market news and commentary; Providing information and advice in the field of finance, financial investments, financial valuations and the financial aspects of retirement; Insurance consulting in the field of life and long term care insurance; Financial advice and consultancy services; Consultancy services related to retirement and financial planning
Entertainment services in the nature of a radio show in the field of retirement and financial planning; Providing educational services in the nature of classes, seminars, and training services in the field of retirement and financial planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.