U.S. federal trademark · Serial No. 86637342 · Reg. No. 5084684
Providing financial consultation and analyses services to accounting and legal professionals and their respective clients; Securities brokerage and dealer services; investment brokerage services; Insurance brokerage; Estate planning; Financial planning for retirement; Wealth management services; Financial planning for retirement; Financial portfolio management; Stock brokerage services; Brokerage services in the field of securities and commodities investing
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.