U.S. federal trademark · Serial No. 86869106
Printed matter, namely, informational cards in the field of financial advisory and consultancy services
Financial planning, namely, advising clients on financial planning, investment planning and wealth management strategies and tools; 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; Financial portfolio analysis services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.