U.S. federal trademark · Serial No. 99133774 · Reg. No. 8173821
Investment consultation; Investment advisory services; Financial planning and investment advisory services; Estate planning; Financial consultancy services; all of the aforementioned related to the fields of retirement planning, estate and tax strategies, life insurance, and overall wealth advisory services for individuals, families, and business owners
Conducting of seminars in the field of investment, retirement income planning, financial wellness, and financial management; Money coaching services; Professional coaching services in the field of investment, retirement income planning, financial wellness, and financial management; none of the foregoing relating to investment advisory or investment fund management services for financial liquid assets
Business planning; Assistance, advisory services and consultancy with regard to business planning; Business consulting, management, planning and supervision; Business appraisals; Business management; Business management analysis
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.