U.S. federal trademark · Serial No. 90523739 · Reg. No. 6958368
Investment management; management of investments and endowments for non-profit organizations; financial planning; financial planning for businesses; financial planning for retirement; financial retirement plan consulting services; Financial planning, namely, 401K retirement plan services for businesses; Financial services, namely, wealth management; financial asset management; financial risk management; private banking; financial portfolio management; investment advisory services; trust services, namely, investment and trust company services; estate trust planning; estate trust management; financial trust administration and management; investment brokerage; securities brokerage ; insurance brokerage; mutual fund brokerage; insurance consultation services; Financial planning, namely, insurance planning services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.