U.S. federal trademark · Serial No. 99552804
Financial planning and investment advisory services; Strategic financial advisory services; Financial advice; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Information, advisory, consultancy and financial research services relating to finance and investments; Financial information and advisory services; Financial planning; Financial planning consultation; Investment advisory services; Financial asset management; Investment services, namely, asset acquisition, consultation, development and management services; Financial risk management consultation; Financial risk management; Estate planning; Estate trust planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.