U.S. federal trademark · Serial No. 97037610
Educational services, including being available through a website, namely non-downloadable articles and videos in the field of financial planning and conducting seminars or workshops in the field of wealth management and financial planning
Printed materials, namely articles in the field of financial planning
Banking and financial services, namely, banking, investment management, wealth management, investment banking, international banking, corporate financing, financial planning, retirement and estate planning, investment portfolio analysis and advisory, securities brokerage, fiduciary advisory services; trust services, namely, investment and trust company services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.