U.S. federal trademark · Serial No. 98063353 · Reg. No. 7511549
Financial advisory and consultancy services, namely, banking and investment advisory service, funds investment and financial risk management consultation; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; insurance agencies; financial investment advisory services, financial investment brokerage in the field of charities, namely, advisory services, financial investment brokerage; charitable fundraising services; financial management services; benefit planning services, namely, retirement planning and 401k administration; financial planning; financial retirement plan consulting services; financial management in the field of investment portfolio analysis services; trust services, namely, investment and trust company services; payment processing services, namely, credit and debit card transaction processing services; estate planning services, 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.