U.S. federal trademark · Serial No. 99727583
Financial advisory services; Financial advisory and consultancy services, namely, investment advisory, comprehensive financial planning, estate planning, financial advice relating to tax, financial planning for higher education, financial planning for retirement, and financial evaluation for insurance purposes; Financial wealth management services; Financial asset management; financial management services based on investments through direct or custom indexing; financial management services based on a fixed fee structure
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.