U.S. federal trademark · Serial No. 78716421 · Reg. No. 3138804
Client-centric financial planning and consultation services for choosing a strategic combination of fixed income and equity investments to establish a core investment portfolio based upon fundamental long-term financial relationships in order to position the client's financial portfolio for long-term growth and reduced volatility
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.