U.S. federal trademark · Serial No. 97255379 · Reg. No. 7082180
Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial goals; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial retirement plan consulting services; Insurance planning and financial information and consultancy services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.