U.S. federal trademark · Serial No. 88879916 · Reg. No. 6449855
Financial planning; financial planning for retirement; investment management; financial asset management; financial retirement plan consulting services, financial information and advisory services; investment advisory services; financial services, namely, investment advice, investment management, investment consultation, and investment of funds for others, as well as financial services for third-party financial advisors and brokers, namely, investment management, investment trading services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.