U.S. federal trademark · Serial No. 85874791
PROVIDING FIDUCIARY AND NON-FIDUCIARY PLAN CONSULTING SERVICES TO OTHERS, NAMELY, FOR FINANCIAL AND INVESTMENT GUIDANCE AND REVIEW SERVICES; FOR FINANCIAL OVERSIGHT, POLICY, FINANCIAL ADMINISTRATION, FINANCIAL DUE DILIGENCE, FINANCIAL CHECKLIST, AND BENCHMARKING SERVICES; FOR FEE REVIEWS AND RECORD KEEPING; AND, FOR COMPLIANCE SERVICES UNDER STATE AND FEDERAL REGULATORY COMPLIANCE REQUIREMENTS
PUBLIC POLICY CONSULTANCY AND RESEARCH SERVICES IN THE FIELD OF FINANCIAL PLANS; PROVIDING FINANCIAL MARKET BENCHMARKING INFORMATION TO OTHERS; AND FINANCIAL RECORD KEEPING IN THE FIELD OF FIDUCIARY AND NON-FIDUCIARY FINANCIAL PLANS AND REGULATORY COMPLIANCE PURPOSES
STATE AND FEDERAL REGULATORY COMPLIANCE CONSULTING IN THE FIELD OF FIDUCIARY AND NON-FIDUCIARY PLANS
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