U.S. federal trademark · Serial No. 90663084 · Reg. No. 6698577
Financial advisory and consultancy services, namely, investment consulting, financial management, asset management, financial planning, financial portfolio management, financial research, financial risk management, retirement distribution planning, financial estate and legacy planning, and financial charitable gift planning; financial administration services for employer sponsored retirement plans; fiduciary services, namely, providing financial consulting for investment advisory and discretionary trustee solutions for retirement plan sponsors; providing financial management services and financial information to financial advisors, brokers, consultants, and individuals, and providing information in the field of compensation, retirement plans, and third-party fiduciary services over computer networks and global communication networks
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.