INVESTING FOUNDATIONS: CREATING A PORTFOLIO PLAN trademarks under serial number 76098439. The goods are Educational services, namely conducting classes, workshops, seminars, and conferences in the fields of use of electronic network tools and services, investment, finance, economics, business, financial planning, portfolio management, retirement planning, money management, investment strategy, and asset allocation. Currently that trademark is represented by trademark attorney(s): ELLEN BOESNER.

INVESTING FOUNDATIONS: CREATING A PORTFOLIO PLAN

USPTO Trademark Record · Serial No. 76098439

Trademark details

INVESTING FOUNDATIONS: CREATING A PORTFOLIO PLAN is a trademark. Serial number of that application is 76098439.

It was initially claimed by Charles Schwab & Co., Inc. on 20000727.

That brand applies to the following goods and services:Educational services, namely conducting classes, workshops, seminars, and conferences in the fields of use of electronic network tools and services, investment, finance, economics, business, financial planning, portfolio management, retirement planning, money management, investment strategy, and asset allocation.

Currently that trademark is represented by trademark attorney(s): ELLEN BOESNER.

You can learn more about that trademark on the USPTO website: View the USPTO record

Services available

Service	Description	Our Fee	Gov. Fee
Statement of Actual Use for Your Trademark	Prepare and file a Statement of Actual Use for your Trademark with the USPTO.	$295	$150
Extension of Time to File Trademark SOU	Prepare and file an Extension of Time to File Statement of Use (EOT) with the USPTO.	$320	$125
Trademark Registration	One of our Attorneys will search, advise and file your new application. Service includes a short consultation with an attorney (over the phone or by email), up to 3 choices for your trademark name, and the correct classification of goods which will save you money! Application covers 1 International class of goods.	$649	$350
Trademark Renewal (Section 8 and Section 15 Affidavits; filed 5-6 year after registration) +Attorney of Record for 5 years, until next renewal	Prepare and File Trademark Renewal 5-6 year, including Section 8 Affidavit of Continuous Use; Section 15 Declaration of Incontestability, if applicable. +Attorney of Record for 5 years, until next renewal	$700	$575
Trademark Renewal 9-10 year+Attorney of Record for 10 years, until next renewal	Prepare and File Trademark Renewal 9-10 Year, including P Section 8 Affidavit of Continuous Use; Section 9 Application for Renewal. +Attorney of Record for 10 years, until next renewal	$700	$650
Response to Office Action - FREE estimate	Provide email with an estimated price for the response to the office action.	Vary	Vary
Consultation	Phone consultation/interview to begin preparation of a response and advise you on your issue. Further retained services will be reduced by this amount.	$400	Vary
All other issues	Phone consultation/interview to begin preparation of a response and advise you on your issue. Further retained services will be reduced by this amount.	$400	Vary
Estimate	Provide email with an estimated price for the requested service(s).	Vary	Vary
Licensing Agreement	Custom made trademark licensing or sharing agreements. From $600 -- request an estimate	$1,000	Vary
Assignment	Transfer of the trademark ownership. Assignments. From $400 -- request an estimate.	$400	$40
Extra Basis (Section 1(a) or 1(b)) for Foreign Applicants	Needed for foreign applicants: adds a second filing basis, Section 1(a) use in commerce or Section 1(b) intent to use, to an application based on a foreign registration (Section 44(e)) or foreign priority (Section 44(d)). If the home-country application is refused, withdrawn or delayed, the U.S. application proceeds on the Section 1 basis and keeps its filing date. No government fee.	$350	Vary

Questions about this trademark?

If you have questions or issues related to the INVESTING FOUNDATIONS: CREATING A PORTFOLIO PLAN trademark — or to trademarks in general — our trademark attorneys can help. No appointment needed: call us or request a free estimate.