U.S. federal trademark · Serial No. 86609541 · Reg. No. 4878901
financial planning; financial advice, namely, budget planning; financial planning and investment advisory services; financial planning consultation; financial planning for retirement; financial services, namely, wealth management services; financial advice and consultancy services; financial portfolio analysis services; financial retirement plan consulting services; financial administration of retirement plans; financial planning for retirement; individual retirement account services; financial services, namely, wealth management services; providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; advice relating to investments; investment advisory services; investment advice; investment consultation; investment management; investment of funds for others; investment risk assessment services; estate planning; insurance consultation; and insurance brokerage
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.