U.S. federal trademark · Serial No. 99096110 · Reg. No. 8021035
Financial management, financial advice, financial planning and investment advisory services, financial portfolio management, financial valuations, financial retirement plan consulting services, financial services being asset and wealth management services, and financial planning in the fields of education funding, 529 college saving plans, Uniform Transfers to Minors Act, philanthropic services, endowments and foundations, donor advised funds, estate planning strategies, trust accounts, business and succession planning, cash management, corporate retirement plans, lending products, professional portfolio and asset management, alternative investments, fixed income, life insurance, real estate, values-based funds, private equity, structured products, long/short fund investing, and annuities; financial services in the nature of providing annuity, life insurance, and fixed income financial investment brokerage services; financial consultancy in the field of real estate; financial investment brokerage services for private and public equity funds; financial advisory services for mutual funds, developing and managing charitable giving, financial advice regarding tax management and estate planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.