U.S. federal trademark · Serial No. 86706090 · Reg. No. 5042557
Financial services in the nature of providing investment strategies through use of securities and ETFs (Exchange Traded Funds) for customized financial goals and objectives; financial services, namely, wealth management services; financial asset management; financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; financial planning and investment advisory services; financial retirement plan consulting services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.