U.S. federal trademark · Serial No. 98316677 · Reg. No. 7931906
Advice relating to investments; Capital investment services; Estate planning; Estate trust planning; Financial advice; Financial consulting; Financial planning; Financial planning consultation; Financial planning for retirement; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Financial trust planning; Insurance consultation; Investment advice; Investment management; Investment of funds for others; Mutual fund investment; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.