U.S. federal trademark · Serial No. 90647424
Estate planning; Financial advice; Financial analysis; Financial analysis and consultation; Financial asset management; Financial consultation; Financial information; Financial planning; Financial planning and investment advisory services; Financial research; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial planning consultation; Investment advice; Investment consultation; Investment management; Mutual fund investment; Credit and financial consultation; Financial planning for retirement; Financial retirement plan consulting services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.