U.S. federal trademark · Serial No. 98370887 · Reg. No. 7578733
Financial advisory and consultancy services; Financial consultancy; Financial planning; Financial planning and investment advisory services; Financial portfolio analysis services; Financial retirement plan consulting services; Financial risk assessment services; Financial services, namely, wealth management services; Financial administration of retirement plans; Investment advice; Investment advisory services; Investment consultancy; Investment management; Individual retirement account services; Providing information in the field of wealth management; Strategic financial advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.