U.S. federal trademark · Serial No. 98329538 · Reg. No. 7570379
Financial planning, namely, estate planning, investment management, financial asset management, financial planning for educational and 529 college savings plans, financial planning for retirement and 401k management, financial planning for fixed income investments, discount investment brokerage, stock trading, bond trading, ETF securities trading, mutual fund trading
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.