U.S. federal trademark · Serial No. 99480523
Education services, namely, providing mentoring, tutoring, classes, seminars, and workshops in the fields of financial planning, insurance strategies, wealth management, and financial analysis; providing instruction and non-downloadable educational materials in the fields of financial strategy and wealth preservation
Downloadable computer software for financial analysis and financial planning; downloadable computer software for modeling financial product performance
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.