U.S. federal trademark · Serial No. 90229513 · Reg. No. 6432188
Estate planning; Financial administration of retirement plans; Financial consultancy; Financial consultancy and insurance consultancy; Financial planning; Financial planning for retirement; Financial trust planning; Fund investment consultation; Insurance consultancy; Insurance consultation; Investment advice; Investment consultation; Investment management; Real estate consultancy; Real estate consultation; Financial retirement plan consulting services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.