U.S. federal trademark · Serial No. 86616835
Financial advice and consultancy services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial consultation in the field of investment portfolio management, risk management, and retirement planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, investment portfolio management, risk management, and retirement planning; Financial portfolio management; Financial portfolio analysis services; Financial risk management; Financial risk management consultation; Financial services, namely, wealth management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.