U.S. federal trademark · Serial No. 87178375 · Reg. No. 5215416
Investment advice; Investment brokerage; Investment consultation; Investment management; Financial advisory and consultancy services, namely, investment planning, estate planning, insurance planning, tax panning; Financial planning, namely, comprehensive financial planning for individuals; Financial risk management consultation; Funds investment; Providing financial assessment services to individuals and businesses; Providing financial consultation services to individuals and businesses; Providing financial information services to individuals and businesses
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.