U.S. federal trademark · Serial No. 87614098
Financial advisory and consultancy services; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial retirement plan consulting services; Financial trust planning; Investment advisory services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial services, namely, wealth management services; Strategic financial advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.