U.S. federal trademark · Serial No. 98676497
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 the creation and management of investment portfolios, retirement plans and estate plans, regulatory compliance, fiduciary advisory and risk analysis and consultation, investments, administration of investment plans and estate plans, retirement plans and compensation plans; Financial planning consultation; Investment advice; Investment consultation; Investment consultation in the fields of creation and management of investment portfolios, retirement plans and estate plans, regulatory compliance, fiduciary advisory and risk analysis and consultation, investments, administration of investment plans and estate plans, retirement plans and compensation plans
Business management advice; Business management consulting; Business management planning; Business risk management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.