U.S. federal trademark · Serial No. 86937187 · Reg. No. TMA976076
Financial planning; financial planning for retirement; estate planning; tax and taxation planning, advice, information and consultancy services; consulting and information concerning insurance; estate trust planning; financial services, namely, raising debt and equity capital for others; financial consulting and advising in the field of mergers and acquisitions; financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options and other securities, and the investment of funds of others; financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including and public equity and debt investment services; investment of funds for others; 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; investment management of hedge funds, securities and derivatives for others
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.