U.S. federal trademark · Serial No. 50017767
Investment advisory services; Investment fund management services; Financial services, namely, wealth management services; Financial planning and investment advisory services; Financial portfolio management; Financial planning for retirement; Financial advisory services; Financial risk assessment services; Financial management in the field of investment portfolios, insurance, and retirement planning; Insurance agency and brokerage; Life insurance brokerage
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.