U.S. federal trademark · Serial No. 97924995
Financial services, namely, wealth management services; financial planning and investment advisory services; investment management; financial asset management; financial planning; fiduciary services, namely, fiduciary representative services; financial advisory and consultancy services; financial loan consultation; financial information and evaluations; trusteeship services, namely, trusteeship representatives; financial planning for retirement
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.