U.S. federal trademark · Serial No. 75177975 · Reg. No. 750
computer programming for others; computer studies and research, namely, financial planning; computer software design for others
financial and estate planning; asset allocation analysis; financial and investment consultation; financial and insurance portfolio management; banking services, namely, financial planning
instructional manuals for the financial planning and private banking software
software in the field of financial planning and private banking
telecommunication services through the internet
educational services, namely, conducting workshops, classes, and seminars in the field of financial and estate planning; asset allocation; financial portfolio management, organization of events and gatherings for teaching purposes, namely, financial planning, professional teaching and training; edition and publication of texts, printed materials, newspapers, periodicals, journals, magazines, manuals and books in the field of financial planning
business consultation services, consultation services in the field of communications and information systems; business management consultation; promoting and conducting trade shows, conferences and conventions in the field of financial planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.