U.S. federal trademark · Serial No. 97421170 · Reg. No. 7186442
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 in the field of charities, charitable fundraising services, financial management services, benefit planning services, 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.