U.S. federal trademark · Serial No. 99393281
Financial portfolio management; Financial services, namely, wealth management services; Financial management in the field of estate and succession planning; Financial administration of retirement plans; Financial planning for retirement; Providing information in the field of wealth management for professional financial advisors; Providing financial information services to individual inventors for wealth management; Providing financial information services to professional financial advisors to assist in the management of their clients assets and wealth; Financial advisory and consultancy services, namely, creating personalized strategies for asset management, retirement, and estate and succession planning; Financial advisory and consultancy services, namely, assisting professional financial advisors in the management of their clients assets and wealth
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.