U.S. federal trademark · Serial No. 50000619
Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial planning for retirement; Financial wealth management services; Financial planning; Estate planning; Consulting and information concerning insurance; Insurance brokerage services; Mutual funds and capital investment; Capital investment; Stocks and bonds brokerage; Investment management of and distribution of annuities; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; Financial management in the field of business retirement planning services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.