U.S. federal trademark · Serial No. 98638941 · Reg. No. 8025199
Financial advice and consultancy services; Financial advisory services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis and research services; Financial consultancy services; Financial information and advisory services; Financial portfolio analysis services; Financial retirement plan consulting services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Information, advisory, consultancy and financial research services relating to finance and investments; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing financial advisory services; Strategic financial advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.