U.S. federal trademark · Serial No. 50094993
Investment advice; Advice relating to investments; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Investment consultation; Capital investment consulting; Financial planning; Providing information in the field of financial planning; Financial consultation in the field of financing; Investment management; Financial wealth management services; Financial services, namely, wealth management services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial portfolio management; Investment of funds for others; Financial consultation in the field of wealth accumulation and preservation
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.