U.S. federal trademark · Serial No. 86237540 · Reg. No. 4765560
Association services, namely, promoting the professional interests of financial planners; providing professional resources for financial planners, namely, providing an online member directory, business networking services, business networking referral services in the nature of providing referrals among association members, and providing an online marketplace featuring goods and services for use by financial planners in the operation of their businesses
Educational services, namely, providing continuing professional education courses in the field of financial planning
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