U.S. federal trademark · Serial No. 97448768
Financial advisory, risk management, insurance and consultancy services for individuals and businesses in the field of general finances, real estate investment, risk management, insurance, tax strategies, securities trading, fundraising, investment management, portfolio planning and management, college and education planning and management, and retirement planning; Fiduciary representative services; Providing financial services information and financial information via the internet and in person
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.