U.S. federal trademark · Serial No. 76128622
financial services, namely, financial investment in the field of securities; financial management services; private asset management; insurance consultation; financial planning, namely, retirement planning, trust and estate planning; estate trust management; providing online databases in the fields of financial investment, financial management, private asset management, insurance consultation, financial planning, and estate trust management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.