U.S. federal trademark · Serial No. 90473732 · Reg. No. 6776090
Printed publications, namely, brochures, booklets, and teaching materials in the field of financial planning; Printed educational publications, namely, training manuals in the field of financial planning
Business training consultancy services; Business training in the field of financial services and sales regarding financial services
Downloadable computer software platforms for promoting financial planning activities; Recorded computer application software for mobile phones, namely, software for equipping financial advisors with information and sales tools; Recorded computer application software for handheld computers and mobile devices, namely, software for accessing and using financial planning information, presentations, resources, and sales tools
Financial advice and consultancy services; Financial consultancy; Financial consultation in the field of long-term financial strategies; Financial retirement plan consulting services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.