U.S. federal trademark · Serial No. 99427537
Preparing financial reports for others, for business or commercial purposes
(Based on Use) Financial wealth management services, financial planning; preparing financial reports for others for financial management and planning purposes; investment management, funds investment, investment consultation and advice, investment banking services, providing information in the fields of wealth management, investments, finance and banking; Banking and financing services, on-line banking services, checking account services, commercial lending services, electronic transfer of money, equipment financing services; financial transaction services, namely, providing secure commercial transactions and payment options; home equity loans, mortgage lending, mortgage banking, savings account services; (Based on Intent to Use) Financial trust planning, financial trust administration, estate trust planning, estate trust management, investment trusteeship
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.