U.S. federal trademark · Serial No. 76683846
Financial administration of retirement plans; Financial analysis and consultation; Financial consultation; Financial investment in the field of securities; Financial management; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial research; Financial services in the nature of an investment security; Financial services, namely assisting others with the completion of financial transactions for stocks, bonds, securities and equities
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.