U.S. federal trademark · Serial No. 97058139 · Reg. No. 6886174
Fiduciary services, namely, fiduciary representative services; Financial consultancy; Financial management; Financial planning; Financial planning for retirement; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial services, namely, wealth management services; Investment management; Providing information in the field of employee financial benefit plans
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.