U.S. federal trademark · Serial No. 90513504 · Reg. No. 6606392
Advisory services relating to mutual funds; Fiduciary services, namely, fiduciary representative services; Debt advisory services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial planning for retirement; Financial administration of retirement plans; Financial administration of corporate retirement plans; Financial information and advisory services; Financial planning and investment advisory services; Information, advisory, consultancy and research services relating to finance and investments; Investment advisory services; Mutual fund advisory services; Strategic financial advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.