U.S. federal trademark · Serial No. 86248083 · Reg. No. 4644581
Financial services, namely, financial planning, financial advice, investment advisory services and portfolio management of retirement income for individuals, families, and corporate entities; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products for individuals, families and corporate entities; Financial services, namely, wealth management services relating to retirement income for individuals, families, and corporate entities; Financial services, namely, assisting individuals, families and corporate entities with the completion of financial transactions for stocks, bonds, securities and equities; Financial administration of employee pension plans and retirement plans for individuals, families and corporate entities; Financial advice, namely, budget planning for individuals, families and corporate entities; Fiduciary services, namely, fiduciary representative services for individuals, families and corporate entities
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.