U.S. federal trademark · Serial No. 99038639 · Reg. No. 7984529
Investment consultation; Investment advice; Investment consultancy; Investment management; Investment advisory services; Investment risk assessment services; Financial advice; Financial consulting; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning and investment advisory services; Providing information in the field of financial planning; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial retirement plan consulting services; Financial services, namely, wealth management services; Investment advice in the fields of retirement and wealth management; Insurance brokerage services; Consulting and information concerning insurance; Insurance consulting in the field of life, disability, Medicare, and long-term care insurance
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.