U.S. federal trademark · Serial No. 78040862
Financial services rendered to individuals, namely, investment advisory services; investment and portfolio management services; agency and brokerage of mutual funds, unit investment trusts, stocks, commodities and bonds; estate planning and management services; trust planning and management services; investment and retail banking services; and providing information in the fields of insurance, banking, investments, and financial services via the Internet
tax planning services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.