U.S. federal trademark · Serial No. 99443978
International Class 036: Financial advisory and consultancy services, namely, financial planning, namely, insurance brokerage services, securities brokerage services, stock brokerage services, investment planning, retirement planning, namely, 401(k) management, IRAs, brokerage accounts, income planning, and insurance, and financial, credit, and insurance risk management; Financial consulting services, namely, expert analysis in finance; Financial information and advisory services; Financial advisory and consultancy services; Financial advice and consultancy services; Financial planning and investment advisory services; Financial retirement plan consulting services; Financial wealth management services; Financial consultancy services; Financial risk assessment services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.