U.S. federal trademark · Serial No. 99447019
Reviewing standards and practices to assure compliance with financial laws and regulations
Development of new technology for others in the field of finances and financial planning
Financial planning and investment advisory services; Financial information and advisory services; Financial management; Financial services, namely, wealth management services; Financial retirement plan consulting services; Investment advisory services; Financial portfolio management; Hedge fund investment services; Real estate investment trust management services; Financial portfolio analysis services; Capital investment services; Financial risk management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.