U.S. federal trademark · Serial No. 88143124 · Reg. No. 6037997
Financial services, namely, wealth management services, financial planning consultation; financial advice and consultancy services; financial analysis and consultation; financial planning; financial investment brokerage services and providing advise relating to financial investments; financial asset management services; financial planning for retirement; securities brokerage services; financial services, namely, assisting others with the completion of financial transactions for securities transactions; estate and trust planning and management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.