U.S. federal trademark · Serial No. 76338766 · Reg. No. 2607552
Educational services, namely, conducting seminars, classes, conferences, and workshops in the fields of investment, finance, financial planning, portfolio management, retirement planning, money management, investment strategy and asset allocation
Brokerage services in the fields of financial securities, stocks, bonds, mutual funds, money market funds, commodities, futures, stock options, and indices of financial securities; investment services in the fields of financial securities, stocks, bonds, mutual funds, money market funds, commodities, futures, stock options, and indices of financial securities; financial portfolio management services; financial analysis and consultation; financial planning; financial research
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.