U.S. federal trademark · Serial No. 86410225 · Reg. No. 4783502
Advice relating to investments; Estate planning; Financial advice; Financial asset management; Financial consultancy and insurance consultancy; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio management; Financial services, namely, wealth management services; Insurance consultancy; Investment advice; Investment advisory services; Investment management; Investment of funds for others; Providing financial services with respect to securities and other financial instruments and products, namely, money management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.