U.S. federal trademark · Serial No. 98469037 · Reg. No. 7742614
Estate planning; Financial administration of retirement plans; Financial advice; Financial analysis; Financial investment brokerage services; Financial management in the field of pension plans; Financial planning; Financial planning for retirement; Financial portfolio management; Financial research; Financial services, namely, wealth management services; Funds investment; Investment advice; Investment advisory services; Management of private equity funds; Management of securities portfolios
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.