U.S. federal trademark · Serial No. 88737966 · Reg. No. 6112351
Financial advisory and consultancy services; Financial planning and investment advisory services; Investment Management; Estate planning; Financial risk management and consultation; Financial services, namely, wealth management services; Information, advisory, consultancy and research services relating to finance and investments; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial retirement plan consulting services; Financial planning for retirement; Financial portfolio management; Financial portfolio analysis services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.