U.S. federal trademark · Serial No. 87278648 · Reg. No. 5264876
Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial asset management; Financial consultation; Financial consulting; Financial information and advisory services; Financial investment brokerage; Financial investment brokerage services; Financial management; 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 portfolio analysis services; Financial portfolio management; Financial retirement plan consulting services; Financial risk assessment services; Financial risk management; Financial risk management consultation; Financial services, namely, wealth management services; Insurance and financial information and consultancy services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Strategic financial advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.