U.S. federal trademark · Serial No. 87840304 · Reg. No. 5634617
Financial Planning, namely, consulting and advising on investments in securities, portfolio management, asset management, asset allocation, health care, health care insurance, post-career planning, post-employment planning, estate planning, health care insurance, cash management and risk management; Investment Management, namely, consulting and advising on investments in securities, fund management, capital investments, portfolio management, asset management, asset allocation, cash management and risk management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.