U.S. federal trademark · Serial No. 90168935 · Reg. No. 7458390
Financial consulting and advisory services in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning; providing information and analysis in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities trading, annuities, hedge funds, options, retirement plans, investment advice, and financial planning; financial planning and investment advisory services; financial advisory and consultancy services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.