U.S. federal trademark · Serial No. 50001879
Investment management; Financial planning; Financial planning for retirement; Financial planning and investment advisory services; Estate planning; Financial retirement plan consulting services; Fiduciary services, namely, fiduciary representative services; Financial consulting; Financial planning consultation; Financial analysis and consultation; Financial advisory and consultancy services; Financial services, namely, wealth management services; Investment consultation; Investment advice; Financial investment brokerage; Investment advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.