U.S. federal trademark · Serial No. 98604112
Financial planning and investment advisory services; Financial services, namely, wealth management, investment management, financial planning, and financial retirement plan consulting services; Investment management services, namely, financial investment strategy, financial investment portfolio management, monitoring financial markets for investment purposes, and global investment research service; Financial retirement plan investment management and consulting services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.