90263428
Oct 19, 2020
Aug 3, 2021
Active Trademark
Cost management for the financial plans for others; financial record-keeping for 404(c) regulatory compliance purposes
Advertising and BusinessFinancial services, namely, investment advice, investment management, financial planning, investment consultation, and investment of assets and funds for others, including individuals and entities; financial consultation rendered to plan sponsors, institutions, and family trusts, namely, investment advice, asset allocation analysis, performing investment manager searches
Insurance and Financial