U.S. federal trademark · Serial No. 77408065 · Reg. No. 3737587
Financial advice; Financial advice and consultancy services; Financial consultancy and insurance consultancy; Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.