U.S. federal trademark · Serial No. 77757012 · Reg. No. 3830309
Financial and investment services, namely, financial analysis and consultation, financial forecasting, financial management, financial planning, financial portfolio management, financial research, financial services in the nature of an investment security, capital investment consultation, estate planning, investment advice, investment consultation, investment management, financial planning in the nature of family wealth counseling, and financial planning and consulting in the field of corporate executive benefits
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.