U.S. federal trademark · Serial No. 99695901
Financial advisory and consultancy services, namely, securities broker-dealer services, fee-based financial planning programs, financial and investment advisory programs for independent financial professionals, financial consultation; financial portfolio management; financial research; and financial risk management; Investment consultation in the fields of investment management, investment portfolio analysis, asset allocation, advice relating to investments; insurance services, namely, insurance brokerages and insurance agency services, underwriting and administration of insurance products, and insurance consultation
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.