U.S. federal trademark · Serial No. 86527995 · Reg. No. 0003069329
Pensions advisory services, namely, consultation on individual retirement account; mortgage and mortgage lending advisory services, namely, mortgage planning; financial investment services, namely, advice relating to investments, real estate management; investment management; security investment services; securities advisory services; securities brokerage; financial management and planning; financial consultation in the field of personal investment management; personal financial planning and financial investment advisory services; financial advisory services, namely, financial advice and consultancy services; financial services, namely, fund and asset investment management
Computer software for preparing reports, performing calculations, forecasting, collecting data, collating data, analysing data, for use in financial matters, financial analysis and financial asset to management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.