U.S. federal trademark · Serial No. 90673681
Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Strategic financial advisory services
Software as a service (SAAS) services featuring software for data storage, financial client portals, performance analysis software, user interface, and automated portfolio management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.