U.S. federal trademark · Serial No. 99687452
Financial consulting; Financial consultancy services; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development
Abstracting services in the nature of extracting and summarizing information from Wealth Management involving financial planning, proposal and portfolio construction, investment management records
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.