U.S. federal trademark · Serial No. 88573211 · Reg. No. 6337717
Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial advice, namely, budget planning; Financial trust planning; Hedge fund investment services; Capital investment; Financial asset management; Financial services, namely, wealth management services; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, raising money for the hedge funds of others; Investment of funds; Investment services, namely, asset acquisition, consultation, development and management services; On-line financial planning services; Private placements of hedge funds, private equity funds, securities and derivatives for others; Strategic financial advisory services; all of the foregoing excluding such services related to real estate
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.