U.S. federal trademark · Serial No. 79175719 · Reg. No. 5029214
Financial advice; financial advice relating to taxation; financial advice relating to wills; income tax financial advice; advisory services relating to life insurance; life insurance brokerage; mortgage brokerage; financial services, namely, mortgage planning; financial services, namely, financial administration of investments including exchange traded funds, mutual funds, commodity funds, pooled funds, hedge funds, closed-end funds, principal protected notes, wrap account products, segregated funds, securities and securities-based investment products; advice relating to investment for retirement; advice relating to investments; advisory services relating to financial investment; financial investment advisory services; financial investment management services; financial investment research services; investment advice; investment analysis; investment management; investment management of funds; investment of funds; investment performance monitoring; investment planning; investment portfolio management services; investment research; management of investments; pension fund investment management; portfolio investment management; stock investment management; advice on finance for retirement; financial advisory services relating to retirement plans; estate planning services; payment of bills and accounts for others
Tax advice; preparation of income tax returns; preparation of tax returns; tax return preparation; business administration; business administration advisory services; provision of information in relation to business administration
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.