U.S. federal trademark · Serial No. 88443697
Financial services, namely, providing financial and investment information, financial and investment management, financial and investment advice and financial investment analysis
Printed periodical publications, namely, brochures, booklets, pamphlets, hand-outs, brochures, newsletters, and journals in the fields of investment, finance, business, financial planning, portfolio management, retirement planning, money management, and asset allocation
Software as a service (SaaS) providing temporary use of online, interactive software for analyzing, managing, monitoring and creating reports for personal financial and investment accounts
Business management information
Educational services, namely, providing classes, seminars, conferences, and workshops in the fields of investment, finance, business, financial planning, portfolio management, retirement planning, money management, and asset allocation
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.