U.S. federal trademark · Serial No. 85794312
Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence.; Financial portfolio management; Financial research; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.