U.S. federal trademark · Serial No. 98398532 · Reg. No. 7951882
Financial advice; Financial consultancy; Financial planning; Investment advisory services; Financial portfolio analysis; Financial services, namely, coordination of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Strategic financial advisory 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.