U.S. federal trademark · Serial No. 98021212
Financial services, namely, investment brokerage services, financial planning for retirement, financial planning services, and securities brokerage; retirement fund investment services; retirement plan administration services, namely, financial administration of retirement plans; individual retirement account services; estate planning; estate trust planning; financial services, namely, coordination of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Philanthropic services concerning monetary grants to programs and projects conducted by groups and non-profits for activities supporting strengthening and sustaining well-balanced finances, mental fitness, lifestyle wellness, and personal wellness; Financial investments in the nature of providing funding to entities and programs related to strengthening and sustaining well-balanced finances, mental fitness, lifestyle wellness, and personal wellness; Financial investments in entities and programs supporting innovation in the fields of finances, mental health, lifestyle wellness, and personal wellness; Finance-related consulting services for individuals and entities; Counseling in the field of developing, strengthening, and sustaining well-balanced finances
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.