U.S. federal trademark · Serial No. 97765039 · Reg. No. 8182573
Financial planning, namely, the creation of personalized strategies to achieve financial independence; Investment advice; Investment advisory services; Investment consultancy; Advice relating to investments; Financial investment analysis and stock research; Financial investment brokerage services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial planning and investment advisory services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information, commentary and advice in the field of finance, financial investments and financial valuations
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