U.S. federal trademark · Serial No. 98262619 · Reg. No. 7951119
Financial planning consultation and investment consultation with respect to strategy implementation; Financial advice and investment and financial advice related to investments, 401k retirement accounts, Mutual funds, Exchange traded funds, individual Stocks and bonds, Certificates of Deposit, Structured financial products, private placement financial products, Unit investment Trusts, real estate investment trusts (REITs), fund investment services related to syndicates, Education employee financial benefit plans, Closed-end investment funds, debt cancellation services using the proceeds of Life and disability insurance, long term care insurance products, and annuities
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.