Serial #85449835 Trademark

Educational services, namely, conducting seminars, workshops, and conferences in the fields of investment, finance, financial planning financial portfolio management, financial and retirement planning; arranging and organization of educational conferences in the fields of investment, finance, financial planning financial portfolio management, financial and retirement planning; publication of printed media, namely, articles, white papers, pamphlets, computer generated presentation papers [ , show relating to investment and financial planning broadcast over radio; participation in a radio show relating to investment and financial planning, namely, providing entertainment in the nature of live radio personality performances ]

Educational and glossary web page services, namely, providing a website featuring information relating to investment, financial, and retirement planning for clients and prospective clients including individuals, families, estates, companies, small businesses, corporations, and charities; providing financial advice and consultancy services and providing investment advice all for planning, budgeting and developing financial resources for clients utilizing investments in stocks, bonds, CDs, mutual funds, exchange traded funds, index accounts, retirement planning, 401 K and other retirement plans, managed portfolios, REITS, unit investment trusts, fixed annuities, fixed indexed annuities, [ variable annuities, ] options, commodities, futures and other securities, and indices of same; financial planning, financial analysis, income planning, estate planning, investment planning and retirement planning, and implementation of strategies, namely, financial investment brokerage; insurance consultation, recommendation, and implementation, namely, insurance advisory, consultation and brokerage services for investment, retirement or budgeting purposes for clients or prospective clients; financial planning for retirement for clients and prospective clients; investment consultation for clients and prospective clients; investment management for clients or prospective clients; investment advisory services for clients or prospective clients; investment services, namely, financial advising services, for clients or prospective clients; financial advice for clients or prospective clients; financial analysis and research services for clients or prospective clients; financial evaluation for insurance purposes for clients or prospective clients; financial planning and advisory services, namely, creation of personalized strategies to achieve financial goals for clients or prospective clients; financial portfolio analyses services for clients or prospective clients; financial service providers and consultants utilizing investment advisor services, namely, providing investment advice for planning and development of financial resources for clients utilizing investments in stocks, bonds, CDs, mutual funds, exchange traded funds, index accounts, retirement planning, managed portfolios, REITS, unit investment trusts, and variable annuities; financial planning, financial analysis and implementation of strategies, namely, capital investment services all for use in connection with investment planning and financial portfolio analyses services for clients or prospective clients; financial evaluation for insurance [ ; financial sponsorship of radio show relating to investment and financial planning ]