U.S. federal trademark · Serial No. 99759686
Investment advisory services; Information, advisory, consultancy and financial research services relating to finance and investments; Financial planning; Financial services, namely, wealth management services; Funds investment; Financial portfolio management; Management of securities portfolios; Financial asset management; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial investment brokerage; Financial planning for retirement; Financial retirement plan consulting services; Investment brokerage; Strategic corporate financial advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.