U.S. federal trademark · Serial No. 86781282 · Reg. No. 4961669
Financial planning and investment advisory services; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning services, namely, consulting with customer to determine needs, analyzing customer's current financial and investment portfolio, making investment recommendations, monitoring customer's financial and investment portfolio, and making adjustment recommendations over time
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.