U.S. federal trademark · Serial No. 85136092
asset and investment management; comprehensive financial and wealth planning; investment advisory services; Financial management, financial planning and investment advice for the portfolios of individuals, families, charities and trusts; Financial management of the stocks, bonds, options, commodities, futures and other securities owned by individuals, families, charities and trusts; Financial planning for retirement for individuals and families
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.