U.S. federal trademark · Serial No. 99525805
Financial wealth management services; Financial services, namely, wealth management services; Providing information in the field of wealth management; Financial information and advisory services; Financial consultancy services; Financial planning; Estate planning; Financial planning for retirement; Financial risk management; Insurance risk management; Financial risk management consultation; Financial advice relating to tax; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Providing information in the field of financial planning for higher education
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.