U.S. federal trademark · Serial No. 87467547 · Reg. No. 5352375
Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial consulting services, namely, expert analysis in finance; Financial planning consultation; Financial planning and investment advisory services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Investment advice; Management of portfolios comprising securities; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Consulting and information concerning insurance; Financial consultancy and insurance consultancy; Insurance brokerage in the field of health, life, disability and long-term care insurance; Insurance consulting in the field of health, life, disability and long-term care insurance; Insurance information and consultancy; Issuance of health, life, disability and long-term care insurance insurance; Life insurance brokerage
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