U.S. federal trademark · Serial No. 98154195 · Reg. No. 7450818
Financial advisory and consultancy services; Financial analyses; Financial asset management; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Advice relating to investments; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; 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 investment brokerage services; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.