About 30,000 Trademarks found for “DC FIDUCIARY WORLD EXPO”

Educational services, namely, conducting classes, seminars and workshops to provide information and material to aid in meeting fiduciary standards required of persons in positions of trust.

Investment services, namely, providing retirement plan fiduciaries information to assist them in the selection, review and oversight of retirement plan investments, also providing retirement plan fiduciaries information on implementing, maintaining and terminating retirement plans, and providing record keeping services for retirement plans.

Financial services, namely, providing administration, trustee, advisor, and management services for retirement plans

Providing a web site featuring guidance in the field of retirement plan administration and fiduciary compliance

Management and business consulting services in the field of fiduciary and regulatory compliance related to retirement plan administration

The mark consists of the wording "FIDUCIARYSHIELD", in stylized font with "FIDUCIARY" in blue font and "SHIELD" in green font, next to a stylized green shield with blue and white border containing a white check mark. Except as expressly described herein, the color white represents background, outlining, shading, and/or transparent area and is not part of the mark.

Providing online, non-downloadable software for analyzing and evaluating financial and investment instruments, and providing financial reports

Providing online publications in the nature of handbooks in the field of retirement plan administration

FIDUCIARY SOURCE

Financial planning consultation; Financial planning and investment advisory services; Financial planning services; Financial retirement plan consulting services; Financial administration of retirement plans

Consulting services in the field of employer sponsored financial retirement plans

FIDUCIARY EXCHANGE

Fiduciary investment portfolio management, namely, fee-only financial planning for retirement, estate planning, and tax planning for individuals and businesses; investment management services, namely, fiduciary financial management of participant-directed investment plans; investment portfolio management, namely, comprehensive fee-only fiduciary wealth management services for individuals and businesses, all delivered as a Registered Investment Advisor (RIA); fiduciary services, namely, fee-only Registered Investment Advisory (RIA) services in the nature of financial data analysis, and investment portfolio design and rebalancing of investment portfolios