U.S. federal trademark · Serial No. 98133730 · Reg. No. 7748316
Financial services, namely, wealth management services; financial advising; investment advisory and management services; Life and health insurance and annuity underwriting services; financial analysis and consulting services; financial planning services; fund investment consultation; investment management
Conducting workshops and seminars in the fields of financial services, financial planning, wealth management, investment advisement, investment management, and insurance services
Platform as a service (PAAS) featuring computer software platforms for use in connection with financial services, namely, for financial planning, for wealth management, for investment advisement, for investment management, and for providing insurance information
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.