U.S. federal trademark · Serial No. 78707691 · Reg. No. 3803223
Advice relating to investments; Estate planning; Financial analysis and consultation; Financial consultation; Financial investment in the field of securities and mutual funds; Financial management; Financial planning; Financial planning consultation; Financial portfolio management; Fund investment consultation; Investment advice; Investment consultation; Investment management; Management of portfolios comprising securities; Mutual fund investment
Income tax consultation; Income tax preparation; Tax advisory services; Tax and taxation planning, advice, information and consultancy services; Tax consultation; Tax preparation
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.