U.S. federal trademark · Serial No. 77420150 · Reg. No. 3579056
Financial services, namely, providing information and advice in the field of the financial aspect of retirement, financial planning for retirement, wealth planning and college savings advice; investment management and investment consulting services for others; Stock brokerage; investment brokerage; investment advice; wealth management; mutual fund management; financial research services; investment management and research in the area of portfolio strategy and fundamental investment research on industry sectors and US and foreign companies
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.