U.S. federal trademark · Serial No. 99681988
Financial planning; Investment advisory services; Financial wealth management services; Financial planning for retirement; Financial consulting
Educational services, namely, conducting seminars in the field of financial planning and investment management; Providing classes, seminars, workshops, presentations and retreats in the field of personal finance; Education services, namely, providing live and on-line presentations in the field of wealth management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.