U.S. federal trademark · Serial No. 88148694 · Reg. No. 5803911
Financial planning and investment advisory services; financial planning consultation; financial risk management; financial portfolio management; financial consulting; financial advice; financial management
Providing referrals in the field of investment advisory services; financial advisory and consultancy services, namely, providing third party referrals for investment advisory services to clients according to client's goals, objectives, and financial needs; providing recommendations of service providers of financial and investment advisory services to consumers
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.