U.S. federal trademark · Serial No. 98958523
Cash management; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial asset management; Financial portfolio management; Financial risk management; Investment advisory services; Investment management; 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; Providing information in the field of financial planning; Providing information in the field of wealth management; Public equity investment management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.