U.S. federal trademark · Serial No. 88307187 · Reg. No. 6383207
Financial investment services, namely, management in the field of both U.S. and international stocks, bonds, equities, securities, mutual funds, real estate portfolios, exchange traded funds (ETFS), and commodities; Financial services, namely, wealth planning services; investment management; Financial investment planning services; estate planning; Financial planning for retirement; tax planning services; Financial consulting services for charitable giving; Financial planning for college; Trust services, namely, trust company services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.