U.S. federal trademark · Serial No. 99208314
Investment consultation, namely, investment advice to others related to securities and financial instruments, Investment management of finances; Family office investment management services; Investment of funds for others; Real estate funds investment services for individuals and families; College consulting services, namely, assisting students in applying for scholarships and financial aid; Debt management consultation; Estate planning; Private equity consultant services; Providing information in the field of financial stock and equity markets; Financial advice, namely, budget planning for individuals and families; Financial planning for retirement for individuals; Financial trust planning for individuals and families; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.