U.S. federal trademark · Serial No. 98146736 · Reg. No. 7479675
Financial advisory and consultancy services; Financial analysis and consultation; Financial analysis and research services; Financial asset management; Financial consulting; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, creating personalized strategies for achieving financial independence; Financial portfolio management; Financial risk management; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, wealth management services; Insurance consultation; Investment advice; Strategic financial advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.