U.S. federal trademark · Serial No. 87603271 · Reg. No. 5452081
Financial planning, Financial planning for retirement, Estate planning; Providing investment advice, namely, providing investment counseling for clients; Financial portfolio management featuring financial management of individual client securities portfolios, financial management of client funds stock investments, exchange traded funds (ETF's) and mutual funds
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.