U.S. federal trademark · Serial No. 98007383
Financial advisory and consultancy services; Financial planning and investment advisory services, namely, the creation of personal or group strategies to increase financial awareness and independence, money management and financial literacy; Banking services; personal banking services; business banking services; commercial banking services, namely, financial management services; online banking services; banking services provided using mobile devices; investment management; personal wealth management services, namely, personal or group banking services; Private banking services; Estate planning; financial trust planning and wealth distribution financial planning; Financial and investment services, namely, investment advice and advisory services; Financial services, namely, wealth management services and investment management services for wealthy individuals; investment services, namely, providing investment analysis, consultation, and planning, and financial asset management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.