U.S. federal trademark · Serial No. 99647740
Financial management; Investment management; Financial services, namely, wealth management services; Financial advisory and consultancy services; Financial retirement plan consulting services; Fiduciary services, namely, fiduciary representative services; Providing information in the field of employee financial benefit plans; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.