U.S. federal trademark · Serial No. 88563303 · Reg. No. 6036479
Strategic financial advisory services; Financial portfolio analysis services; Financial advisory and consultancy services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Financial planning and investment advisory services; Financial planning for retirement; Investment consultation; Fiduciary services, namely, fiduciary representative services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.