U.S. federal trademark · Serial No. 87132852 · Reg. No. 5419111
Financial planning for retirement; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; estate and trust planning; financial trust planning; financial consultations in the field of portfolio management and planning; online financial planning services; financial planning and services, namely, wealth management services; mutual fund planning and advisory services; hedge fund investment services; financial advisory and consultancy services; debt and expense counseling and management services; financial management of pension planning and rollover; investment advice, consulting, and risk assessment services; financial services, namely, securities, stocks, bonds, mutual fund broker/dealer services; fiduciary services, namely, fiduciary representative services; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.