U.S. federal trademark · Serial No. 88713844
Estate trust planning; Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, providing investment advice and strategic planning; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial management; Financial planning; Financial planning, namely, wealth accrual and management; Financial risk assessment services; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial trust planning; Insurance services, namely, underwriting, issuance and administration of life insurance; Providing information in the field of finance; Strategic financial advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.