U.S. federal trademark · Serial No. 77026017 · Reg. No. 3602984
Investment supervisory services, managing investment advisory accounts, investment advice through consultations, advice of financial matters not involving securities, pension consulting, investment policy statement preparation, selection of investment vehicles, monitoring of investment performance, portfolio management, financial planning, including; personal, tax and cash flow, death and disability, retirement, and investments; consulting services, namely, financial planning consultation
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.