U.S. federal trademark · Serial No. 87701437 · Reg. No. 5523281
Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial services, namely, wealth management services; Financial portfolio management; Investment advice; Investment advisory services; Investment management; Strategic financial advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.