U.S. federal trademark · Serial No. 50035531
Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Providing information in the field of financial stock and equity markets; Financial planning; Financial trust planning; Financial planning consultation; Providing information in the field of financial planning; Financial planning for retirement; Financial advice, namely, budget planning; Financial planning and investment advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.