U.S. federal trademark · Serial No. 97739377 · Reg. No. 7950524
financial planning and investment advisory services; financial management in the field of investment portfolios; financial planning; financial planning consultation; financial consultation; financial investment brokerage; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; financial investment analysis and stock research; providing information, commentary and advice in the field of finance and financial investments; financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, and other securities, and the investment of funds of others; financial services, namely, investment fund transfer and transaction services; information, advisory, consultancy and financial research services relating to finance and investments; financial advisory and consultancy services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.