U.S. federal trademark · Serial No. 97225681 · Reg. No. 7263197
Financial advice; Financial analysis and consultation; Financial asset management; Financial consultation; Financial investment brokerage; Financial investment brokerage services; Financial management; Financial planning; Financial planning consultation; Financial portfolio management; Financial risk management; Insurance brokerage; Insurance brokerage services; Insurance risk management; Financial services, namely, wealth management services; Life insurance brokerage
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.