U.S. federal trademark · Serial No. 78773988 · Reg. No. 3215193
Credit and financial consultation; Financial analysis and consultation; Financial consultation; Financial evaluation for insurance purposes; Financial forecasting; Financial investment in the field of Securities; Financial management; Financial planning; Financial planning consultation; Financial portfolio management; Financial research; Financial risk management; Financial services in the field of money lending; Financial services in the nature of an investment security; Financial services, namely assisting others with the completion of financial transactions for stocks, bonds, securities and equities; 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
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.