U.S. federal trademark · Serial No. 97169814
Financial consultancy; Financial consultation; Financial consulting; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analysis and consultation; Financial planning consultation
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.