U.S. federal trademark · Serial No. 99194608 · Reg. No. 8408394
Financial services, namely, wealth management services; Financial planning for retirement; Investment advice; Financial retirement plan consulting services; Financial administration of retirement plans; Estate planning consultation; Professional financial development services in the nature of financial planning, investment management, and financial wealth management services; Trading in securities; Investment modeling, namely, financial forecasting
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.