U.S. federal trademark · Serial No. 98085832 · Reg. No. 8111512
Financial advice; Financial analysis; Financial consultancy; Financial consultancy services; Financial consultation; Financial consulting; Financial forecasting; Financial information; Financial management; Financial planning; Financial valuations; Financial portfolio analysis services; Financial portfolio management; Financial advice relating to tax; Financial advice relating to income tax; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Providing financial information
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.