U.S. federal trademark · Serial No. 99399519
Financial planning and investment advisory services; providing financial consultation in the fields of retirement planning, wealth management, estate planning, and tax-efficient investment strategies; insurance consultation and brokerage services; financial portfolio analysis and management.
Educational services, namely, conducting seminars, providing non-downloadable webinars, workshops, and online courses in the field of personal finance, financial planning, tax strategies, and investment management.
Business management and consulting services in the fields of coordination of professional staffing and recruiting services; business organization and management consultancy including personnel management for freelance service providers in the fields of legal, tax, insurance, and finance; providing outsourced CFO services; strategic coordination of legal, tax, insurance, and financial professionals on behalf of clients.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.