U.S. federal trademark · Serial No. 50134794
Financial services, namely, financial planning advice, financial planning for retirement services, wealth preservation and intergenerational wealth trasnfer planning services, institutional investment and financial asset management, creating or managing customized portfolios that invest in individual stocks, financial analysis and consultation for portfolio investment and management purposes, providing financial information and investment information about retirement planning and wealth management, financial and investment advice in connection with equity compensation and employee stock ownership plans, and tax management and planning advice; consulting services, namely financial consulting and business succession planning, tax management and planning, and retirement planning; investment and investment management services, namely, financial and investment advice, analysis, research, planning, and management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.