U.S. federal trademark · Serial No. 77570043 · Reg. No. 3608739
Advice relating to investments; Estate planning; Financial advice; Financial analyses; Financial analysis and consultation; Financial analysis and research services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial evaluation for insurance purposes; Financial investment in the field of securities; Financial investment services, namely administering the issuance, underwriting and distribution of securities; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.