U.S. federal trademark · Serial No. 86725785
Investment advisory and consultancy services; Investment advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial investment analysis and stock research services in the field of investing; Financial and investment services for individuals and institutional investors, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management services for individual and institutional investors; Financial investment analysis and stock research for individual and institutional investors; Financial planning services for individuals and institutional investors; Financial planning for retirement; Financial planning services, namely, the creation of personalized strategies to achieve financial independence; Providing financial services to individual and institutional investors with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.