U.S. federal trademark · Serial No. 90738538 · Reg. No. 7026875
Tax consultation and advisory services
Financial planning for retirement; financial retirement plan consulting services; estate planning; financial and insurance risk management; financial risk management consultation; investment of funds; providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; information, advisory, consultancy and research services relating to finance and investments; investment services, namely, asset acquisition, consultation, development and management services; financial planning and investment advisory services and consulting services related thereto; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; fund investment consultation; consulting services in the field of state and federal employee benefit plans concerning insurance and finance; providing information in the field of employee financial benefit plans
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.