U.S. federal trademark · Serial No. 90452459 · Reg. No. 1335724
Financial services including wealth management, namely, assisting clients with managing their financial affairs and assets; financial planning; financial wealth planning; investment advice; comprehensive life financial management services in the fields of investment management, cash management, debt management, insurance risk management, estate planning, and tax planning; financial management and distribution of pooled investment funds and segregated securities; financial services in the fields of investment, namely, securities investment, capital investment consultation, funds investment and financial planning; asset protection services, namely, financial risk assessment services in the nature of assessing a client's need for critical illness insurance, life insurance and property and casualty insurance; Investment fund services, namely, retirement investment counseling, retirement investment portfolio financial management, dealing in, administration and distribution of principal-protected investment funds for retirement; investment portfolio financial management; investment counseling
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.