U.S. federal trademark · Serial No. 99142038 · Reg. No. 8042370
Financial advice and consultancy services; Investment management; Investment advice; Investment consultation; Investment consultation in the fields of corporate 401(k) plans; Financial planning; Financial services, namely, wealth management services; Financial planning for retirement; Financial retirement plan consulting services; Providing information in the field of finance
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.