U.S. federal trademark · Serial No. 88961781
Financial planning and investment advisory services; financial retirement plan consulting services, financial investment brokerage services; financial information and advisory services; financial portfolio analysis services; financial services, namely, wealth management services; financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; insurance consulting in the field of variable and fixed annuities, and life, disability and long-term care insurance
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.