U.S. federal trademark · Serial No. 99665551
Individual retirement account services; Financial planning and investment advisory services; Financial planning consultation; Investment advisory services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial consultancy; Financial advice; Financial advisory and consultancy services; Financial services, namely, wealth management services; Financial services, namely, investment fund transfer and transaction services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.