U.S. federal trademark · Serial No. 98913804 · Reg. No. 7920905
Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; On-line financial planning services; Financial services, namely, wealth management services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.