U.S. federal trademark · Serial No. 98676778
Business management advice; Business management consulting; Business management planning; Business risk management
Financial advisory and consultancy services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial information and evaluations; Financial management in the field of creation and management of retirement plans, investment plans and investment portfolios, regulatory compliance, fiduciary advisory and risk analysis and consultation, investments, administration of retirement plans and investment plans, retirement plans and compensation plans; Financial planning consultation; Investment advice; Investment consultation; Investment consultation in the fields of financial planning, retirement planning, retirement plans, investment plans, investment portfolios, regulatory compliance, fiduciary advisory and risk analysis and consultation, investments, creation and administration of investment plans, retirement plans and compensation plans
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.