U.S. federal trademark · Serial No. 99701148 · Reg. No. 8510013
Investment management; Financial wealth management services; Financial planning for retirement; Broker-dealer financial services in the field of investment and insurance products for individuals and families, excluding hedge fund services; Financial asset management in the field of customized insurance and investment plans to assist clients in meeting individual financial goals, excluding hedge fund services; Providing information in the field of wealth management for individuals, families and business professionals, excluding information regarding hedge fund services; Providing financial consultation services to clients regarding financial planning for general financial purposes and financial planning for life insurance strategies, education planning and funding, disability planning, estate planning, and business planning, excluding services exclude hedge fund related services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.