U.S. federal trademark · Serial No. 87529438 · Reg. No. 5548520
Financial services, namely, investment fund transfer and transaction services, investment security services; wealth management services; investment and financial asset management services, namely, financial asset allocation; investment consultation and investment management services, namely, advising for and management of retirement plans and investments; estate planning consultation; financial risk management consultation; financial advisory and consultancy services for financial wealth planning purposes; financial planning advice relating to investments and wealth management; All of the foregoing services being provided for individuals and families
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.