U.S. federal trademark · Serial No. 77285615 · Reg. No. 3515083
Providing consulting services to financial institutions in the fields of retirement planning, life insurance, annuities, mutual funds, and client management
Providing educational services, namely, providing classes, seminars and workshops in the fields of retirement planning, life insurance, annuities, mutual funds, interviewing techniques and client management; providing printed instructional materials and nondownloadable online instructional materials for the above classes, seminars and workshops
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.