U.S. federal trademark · Serial No. 87128749 · Reg. No. 5185057
Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial trust planning; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; On-line financial planning services; Information, advisory, consultancy and research services relating to finance and investments; Real estate investment trust advisory services
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