U.S. federal trademark · Serial No. 88311482 · Reg. No. 6059796
Investment and financial advisory services; wealth management services; retirement plan financial consulting services; providing information and advice in the field of finance, financial investments, and the financial aspects of retirement; financial administration of retirement plans and employee pensions; financial planning for retirement; financial information consultancy services; financial consulting services, namely, expert analysis in finance; mutual fund brokerage, mutual fund investment and mutual fund distribution, investment management, consultation and brokerage services; financial trust operations; investment advice, investment management, investment consultation and investment of funds for others
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.