U.S. federal trademark · Serial No. 97395523
Financial advisory and consultancy services; financial planning and investment advisory services; financial services, namely, wealth management services; strategic financial advisory services; financial consultancy services, namely, providing a program in the field of financial planning and investment advisory services for participating financial advisors to have access to backend administrative, accounting, bookkeeping, marketing, and compliance services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.