U.S. federal trademark · Serial No. 97295924 · Reg. No. 7023693
Financial planning; Financial planning and investment advisory services; Financial planning consultation; Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Investment management; Investment of funds; Investment of funds for others; Advice relating to investments; Financial investment analysis and stock research; Financial services, namely, wealth management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.