U.S. federal trademark · Serial No. 86404640
Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial information and advisory services; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.