U.S. federal trademark · Serial No. 86308072
Financial advice and financial management services; investment of funds for others; financial planning; investment advisory services; financial asset management services; financial services, namely, wealth management services; financial services, namely, advice relating to investments, asset management, cash management, charitable monetary giving through financial and estate planning; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; financial services, namely, investment fund transfer and transaction services; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; investment management; investment services, namely, asset acquisition, consultation, development and management services; financial management and consulting services; providing financial information; financial analysis and consultation; finance consulting; analysis services, namely, financial analysis; financial affairs and monetary affairs, namely, consulting in the field of financial information and financial management; philanthropic services concerning monetary donations and charitable donations of funds; charitable fund raising and charitable fund raising services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.