U.S. federal trademark · Serial No. 85750083
Financial planning services, namely, providing advice related to investments, assest and cash management; financial analysis and consultation; financial portfolio management, financial risk management; advice and information regarding stock and securities market information; financial investment and brokerage services, namely, providing advice related to investments and transfer and transaction services for mutual funds, stocks, and other securities; financial trust services, namely, providing advice regarding trusts and active management of trusts and distribution of assets related to trusts
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.