U.S. federal trademark · Serial No. 88569732 · Reg. No. 6154841
Fiduciary services, namely, fiduciary representative services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial asset management; Financial consulting; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial risk management; Financial risk management consultation; Financial services, namely, wealth management services; Investment advisory services; Investment management; Information, advisory, consultancy and research services relating to finance and investments
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.