U.S. federal trademark · Serial No. 98292431 · Reg. No. 7875169
Financial planning and investment advisory services; Financial services, namely, wealth management services; Financial management in the field of investment portfolios, individual retirement accounts, 401k plans, employee pension plans, and other retirement accounts; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning for retirement; Individual retirement account services; Financial administration of retirement plans; Investment management in the fields of retirement plans and IRA accounts; Financial portfolio management; Financial asset management; Financial investment brokerage services; Financial portfolio analysis services; Financial information and advisory services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.