U.S. federal trademark · Serial No. 98488173 · Reg. No. 7652044
Financial advisory and consulting services; Consulting and information concerning insurance; Financial consultancy and insurance consultancy; Financial consultation in the field of investment planning, integrated asset allocation and portfolio design, customized asset management programs, diversification strategies, alternative investments, debt management, estate planning, education planning, income protection and asset preservation; Financial planning for retirement; Financial services, namely, wealth management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.