U.S. federal trademark · Serial No. 97750206 · Reg. No. 7484692
Personal and individual financial planning and personal and individual investment advisory services, excluding financing or arranging of commercial, receivables-based, asset based or aircraft loans and excluding venture capital financing and financing for equipment, and excluding providing lines of credit; Personal and individual financial planning consultation, excluding financing or arranging of commercial, receivables-based, asset based or aircraft loans and excluding venture capital financing and financing for equipment, and excluding providing lines of credit; Personal and individual financial planning for retirement, excluding financing or arranging of commercial, receivables-based, asset based or aircraft loans and excluding venture capital financing and financing for equipment, and excluding providing lines of credit; The creation of personalized and individualized strategies to achieve financial independence, excluding strategies on the use of commercial financing, loans or lines of credit
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.