U.S. federal trademark · Serial No. 99495974
Investment consultation; Investment advice; Financial consultancy; Financial planning; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Estate planning; Insurance underwriting consultation; Insurance brokerage; Investment management; Investment management in the fields of bonds, securities, retirement, private and public equity; 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.