U.S. federal trademark · Serial No. 76708048 · Reg. No. 4200392
Financial analysis and consultation; Financial consultation; Financial management; Financial planning; Financial planning consultation; Financial portfolio management; Financial risk management; Financial services in the nature of an investment security; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Providing on-line financial calculators
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.