U.S. federal trademark · Serial No. 99853128
Financial consulting; Financial planning and investment advisory services; Financial portfolio management; Financial risk assessment services; Financial research and information services; Providing information regarding financial investment strategies for securities, stocks, and equities; Financial planning for retirement; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial risk management; Financial consulting and advising in the field of mergers and acquisitions; Business brokerage services and related consulting pertaining to business sales, mergers, acquisitions and business valuations
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.