U.S. federal trademark · Serial No. 98098773 · Reg. No. 8254401
Financial services, namely, investment planning, retirement planning, cash management, college funding planning, and estate management; Financial advice; Financial analysis; Financial management; Financial research; Financial information; Investment advice; Investment consultation; Investment management; Financial asset management; Financial consulting services; Financial planning; Financial portfolio analysis and management services; Information, advisory, consultancy and financial research services relating to finances and investments; Financial planning, capital investment and management services; Providing financial and financial investment information and research; Financial services, namely, wealth management services; Financial analysis, research and advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.