U.S. federal trademark · Serial No. 50076790
Financial advisory and consultancy services, namely, investment advisory and investment management services; financial portfolio and wealth management;retirement planning and financial information services; Financial & Investment Services; Financial planning, financial advisory and consultation services; Insurance & Estate-Related Services: Insurance consultation and advisory services; estate planning and related financial planning services.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.