U.S. federal trademark · Serial No. 77108265 · Reg. No. 3387834
Financial loan consultation; Financial management; Financial planning; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; 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, mortgage planning; Insurance agency and brokerage; Investment advisory services; Investment brokerage; Investment management of and distribution of variable annuities; Life insurance brokerage; Mortgage brokerage; Mutual fund brokerage; Real estate investment; Security brokerage; Stock brokerage
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.