U.S. federal trademark · Serial No. 85325913 · Reg. No. 5111806
Educational services, namely, arranging and conducting courses, seminars, workshops, and classes in the fields of financial management and business management and the foregoing
Financial services, namely, advice relating to investments, asset management, cash management, charitable monetary giving through financial and estate planning; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; investment fund transfer and transaction services; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; investment management; investment services, namely, asset acquisition, consultation, development and management services; financial management and consulting services; providing financial information; financial analysis and consultation; finance consulting; analysis services, namely, financial analysis; consulting in the field of financial information management; none of the foregoing involving administration of employee benefits or employee benefit plans or insurance underwriting
Business consulting in the field of financial management and business management; providing information in the fields of business management, business marketing, business acquisitions and mergers consulting; business consulting; analysis services, namely, market analysis; conducting business and market research surveys; conducting business research and surveys; economic forecasting and analysis; arranging and conducting business conferences in the fields of financial management and business management, financial services, financial analysis and consultation, finance consulting, investment management and investment services, namely, asset acquisition, consultation, development and management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.