U.S. federal trademark · Serial No. 78241289 · Reg. No. 2980204
Estate planning; financial analysis and consultation; financial information in the nature of rates of exchange, financial exchange and financial forecasting; financial information provided by electronic means; financial management; financial planning; financial portfolio management; financial research; capital investment consultation and advice; fund investment consultation; investment consultation; funds investment; mutual funds investment; commodity investment advice; investment advice; capital investment consultation; investment management; investment of funds for others; investment of funds, mutual funds and real estate; capital investment; investment of trust funds for others; insurance consultation services in the fields of life, health, accident, fire, marine, medical and pre-paid health care and legal services; investment and financial investment in the field of real estate and securities; investment management and distribution of variable annuities; tax consultation; tax planning and after tax wealth planning and providing information for all the foregoing
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.