U.S. federal trademark · Serial No. 77090036 · Reg. No. 3517145
Financial and investment services, namely, providing financial and investment information via personal meetings and through electronic communication, financial administration of individual investment accounts and portfolios, investment administration, financial and investment advice and analysis, financial planning consultation, asset administration services for individual clients, namely, administration of investment funds, mutual fund investment services; investment securities brokerage services, financial planning for retirement; estate planning; insurance planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.