U.S. federal trademark · Serial No. 97099361 · Reg. No. 7065285
Estate planning; Estate trust management; Investment advice; Investment advisory services; Investment banking services; Advice on finance during retirement; Advice relating to investments; Financial consulting services, namely, expert analysis in finance; Financial information provided by electronic means in the field of Investment; Financial planning and investment advisory services; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Monitoring financial markets for investment purposes; Mutual fund investment; Mutual funds and capital investment; Private equity fund investment services; Providing information in the field of finance via a website; Trust services, namely, investment and trust company services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.