U.S. federal trademark · Serial No. 98198351
Providing an on-line searchable database featuring referrals to the certified financial fiduciaries who are specialized in providing retirement income strategies, estate planning, tax-efficient investment advice, risk management solutions, and long-term financial wellness strategies tailored to individual client needs; Providing on-line employment information in the field of resumes of certified financial fiduciaries who are specialized in delivering retirement income planning, investment portfolio management, wealth preservation strategies, tax planning, and fiduciary-based financial consulting for clients seeking trustworthy, long-term financial guidance
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.