U.S. federal trademark · Serial No. 99504500 · Reg. No. 8302680
Financial advisory and consultancy services, namely, investment consulting, financial management, asset management, financial planning, financial portfolio management, financial research, financial risk management, retirement distribution planning, financial estate and legacy planning, and financial charitable gift planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.