U.S. federal trademark · Serial No. 87927606 · Reg. No. 5576015
Providing consulting and advisory services for individuals in the fields of financial planning, investment planning, portfolio monitoring and management, estate planning, retirement financial planning, personal financial planning, asset management, financial risk management, debt management, budget planning, and educational savings programs; investment advisory services; financial management services for families and individuals; providing investment advisory services and financial information by means of a global computer network
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.