U.S. federal trademark · Serial No. 86888788 · Reg. No. 5035995
Estate planning; Financial evaluation for insurance purposes; Financial planning; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, creating customized strategies to gain financial independence; Financial portfolio management; Financial risk management; 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; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.