U.S. federal trademark · Serial No. 99099087
Financial advisory and consultancy services, namely, Financial planning and investment advisory services; financial consultancy; tax planning and tax preparation services; financial consulting services for small businesses; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.