U.S. federal trademark · Serial No. 98314930 · Reg. No. 7558181
Financial advice and consultancy services; Financial analysis; Financial consultancy; Financial management; Financial planning; Financial portfolio management; Investment advisory services; Investment consultancy; Investment consultation; Investment management; Capital investment services; Financial asset management; Financial retirement plan consulting services; Financial advice relating to tax; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consultancy and insurance consultancy; Financial evaluation for insurance purposes; Financial management in the field of pension plans and retirement plans; Financial planning for retirement; Fund investment consultation; Providing information in the field of estate planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.