U.S. federal trademark · Serial No. 99569039 · Reg. No. 8344682
Financial planning and investment advisory services; Financial planning; Financial services, namely, wealth management services; Financial advisory and consultancy services; Financial asset management; Financial portfolio management; Management of securities portfolios; Investment advice; Investment management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Insurance brokerage; Insurance consultation; Insurance consultancy; Life insurance brokerage; Providing life insurance information
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.