U.S. federal trademark · Serial No. 50022852 · Reg. No. 537 146
Financial advisory and consultancy services; Financial planning and investment advisory services; Financial planning for retirement; Financial retirement plan consulting services; Financial portfolio management; Financial asset management; Financial investment analysis and stock research; Financial risk assessment services; Financial risk management consultation; Financial services, namely, wealth management services; Providing financial information in the field of financial planning, investments, retirement planning, savings, and wealth management; Providing financial advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.