U.S. federal trademark · Serial No. 50007230
Financial advisory and consultancy services; Financial asset management; Financial asset management in the field of investment portfolios, securities, and retirement savings plans; Financial planning and investment advisory services; Investment management in the fields of securities, retirement, private and public equity; Financial wealth management services; Financial planning, namely, creating personalized investment strategies and portfolio allocation plans for clients
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.