U.S. federal trademark · Serial No. 97834201
Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, credit repair and restoration; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial consulting services, namely, expert analysis in finance
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.