U.S. federal trademark · Serial No. 87144132 · Reg. No. 5180418
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 in the nature of an investment security; 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 advice, namely, budget planning; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Information, advisory, consultancy and research services relating to finance and investments; On-line financial planning services; Real estate investment trust advisory services; 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
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