U.S. federal trademark · Serial No. 88689254 · Reg. No. 6084228
Comprehensive wealth management, financial and investment advisory services, financial advice, and consulting with others regarding personalized wealth management strategies, the foregoing services provided to high net worth individuals and business owners on a discretionary and nondiscretionary basis; financial and investment analyses, securities research, wealth planning, asset and portfolio management, evaluation, tracking, forecasting, consultancy, advisory, and risk management relating to securities and other financial instruments; financial information processing; trading for and assisting others with the completion of financial transactions for stocks, bonds, fixed income products, securities, options and equities on securities exchanges and over-the-counter markets being executed in the United States; providing information and research in the field of finance, financial investments and other investment products; securities trade execution services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.