U.S. federal trademark · Serial No. 50078035
Financial advisory and consultancy services, namely, wealth advisory services; Investment management; Investment advisory services; Financial portfolio management; Financial planning; Financial planning for retirement; Financial risk management; Financial management; Cash management; Financial advisory and consultancy services, namely, strategic wealth advisory services in the field of wealth management planning for individuals; Financial advisory and consultancy services, namely, investment advisory and investment planning; Investment consultancy; Capital investment services; Information, advisory, consultancy and financial research services relating to finance and investments; Estate planning; Financial planning, namely, management and advisory services for retirement; Financial risk management consultation; Financial planning and investment advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.