U.S. federal trademark · Serial No. 86869113
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
Printed matter, namely, informational cards in the field of financial advisory and consultancy services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.