U.S. federal trademark · Serial No. 99168604 · Reg. No. 8059751
Financial advisory services; Providing information and research in the field of finance and financial investments; Information, advisory, consultancy and financial research services relating to finance and investments; 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 planning; Financial management in the field of business planning, cash flow and debt management, college savings, employee benefit optimization, estate planning, financial goals, financial consulting, insurance, investment analysis and management, retirement planning, risk management, tax planning strategies
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.