U.S. federal trademark · Serial No. 86468521 · Reg. No. 5546184
Business planning services
Financial advice and consultancy services; financial planning and investment advisory services; financial asset management; financial planning for retirement; financial portfolio management; financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures, and other securities for others; investments of funds for others; financial services, namely, investment advice and consultation; estate planning; estate trust management; financial services, namely, investment of pooled funds for others; financial services, namely, pooled investment fund management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.