U.S. federal trademark · Serial No. 98413820 · Reg. No. 7667769
Financial advisory and consultancy services, namely, creating personalized strategies for achieving financial independence; insurance planning, namely, insurance administration; financial planning and consultation; financial consultation, namely, providing investment strategies and financial consulting; investment consultation; financial services, namely, wealth management services; financial advisory services; asset management services and investment advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.