U.S. federal trademark · Serial No. 77169014 · Reg. No. 3610855
Fund investment consultation; Investment advice; Investment brokerage; Investment clubs; Providing information online in the field of investment advice, insurance matters and financial planning for retirement; Investment consultation; Financial consultation in the field of retirement, saving for retirement, insurance and investing
Providing information online in the field of taxes, namely, tax information services; Administration of a program for enabling participants to obtain discounts on goods and receive improved services; Membership club services providing discounts and processing rebates for the services of others
Educational services, namely, providing online and live workshops, seminars and lectures in the fields of retirement, financial services and investing
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.