U.S. federal trademark · Serial No. 87472087 · Reg. No. 5484038
Financial planning and investment advisory services; Financial planning consultation; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, portfolio management and advisory services to individuals, high net worth individuals, businesses, charitable organizations, pension and profit sharing plans, and other investment advisors; Financial retirement plan consulting services; Financial portfolio management; Financial services, namely, commodity trading and managed futures advisory and management services; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information and advisory services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Investment advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.