U.S. federal trademark · Serial No. 77008065
broker-dealer services, namely, brokering and dealing in securities and investments and providing investment advisory services; financial services, namely, financial planning, financial management, financial research, financial consultation and bill paying services; retirement plan services, namely, plan consultation, setup, and administration of retirement plans; retirement and estate planning; retirement plan investment advisory services; retirement fund investment services; investment management services; investment advisory services; financial services, namely, strategic wealth management; investment consultation services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.