U.S. federal trademark · Serial No. 98409248 · Reg. No. 7620772
Financial investment brokerage services; Financial planning; Financial planning for retirement; Financial retirement plan consulting services; Individual retirement account services; Investment advice in the fields of municipal bonds, securities, retirement, private equity, and public equity; Investment consultation in the fields of municipal bonds, securities, retirement, private equity, and public equity; Providing information in the field of financial planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.