U.S. federal trademark · Serial No. 87024897 · Reg. No. 5100315
Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; 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 analysis and consultation; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial planning consultation; Financial retirement plan consulting services; Financial risk management consultation; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Insurance and financial information and consultancy services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.