U.S. federal trademark · Serial No. 98978563 · Reg. No. 8358936
Financial advice and consultancy services; Financial analysis and consultation; Financial information and advisory services; Financial management; Financial management in the field of investment portfolios; Financial planning; Financial planning for retirement; Financial portfolio analysis services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.