U.S. federal trademark · Serial No. 88656487 · Reg. No. 6240957
Financial advice; Financial analysis; Financial consulting; Financial information; Financial management; Financial planning; Financial risk management; Insurance agencies; Insurance brokerage; Insurance consultancy; Insurance consultation; Insurance information; Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Investment management; Investment of funds; Advice on finance during retirement; Financial retirement plan consulting services; Financial risk assessment services; Financial planning for retirement; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Fund investment consultation; Funds investment; Insurance risk management; Investment risk assessment services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.