U.S. federal trademark · Serial No. 99705134
Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial wealth management services; Financial planning for retirement; Financial advice relating to tax; Administration of employee benefit plans concerning finance; Consulting and information concerning insurance; Estate planning; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Providing information in the field of financial planning for higher education
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.