U.S. federal trademark · Serial No. 90106318 · Reg. No. 6514202
Educational services, namely, providing training and seminars to financial advisors that concern the offering of retirement planning solutions and programs, the offering personalized retirement planning and investment services, and providing support services for organizations regarding retirement planning and investments
Retirement planning solutions, namely financial planning for retirement, and personalized retirement planning and investment services
Business support services, namely business consulting for organizations regarding retirement planning and investments
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.