U.S. federal trademark · Serial No. 99387832 · Reg. No. 8220876
Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial planning for retirement
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.