U.S. federal trademark · Serial No. 85805926
Pamphlets, newsletters and brochures concerning financial and investment services; Printed material, namely, leaflets, brochures, and pamphlets in the field of wealth management
Wealth management services, namely, providing financial information, financial research, financial analysis, financial advice, and financial management services for others, all relating to banking, credit and money management, securities trading, financial investing and investments, finance, financial valuations, financial planning, insurance consultancy, retirement planning, succession planning, endowment and trust fund management, estate planning, tax payment management and analysis, and investment management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.