U.S. federal trademark · Serial No. 77029307 · Reg. No. 3364331
Financial analysis and consultation; Financial consultation; Financial due diligence; Financial evaluation for insurance purposes; Financial investment in the field of securities; Financial planning; Financial planning consultation; Financial planning, namely the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial research; Financial services in the field of money lending; Financial services in the nature of an investment security; Financial services, namely assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely money lending; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, mortgage planning; Providing on-line financial calculators
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.