U.S. federal trademark · Serial No. 98187587
Customized personal financial advisory services, namely, providing information, analysis, and advice in the field of finance, financial investments, retirement planning; Financial advisory services; Financial planning and investment advisory services; Financial investment services, namely, asset and investment acquisition, management, advisory and development; Financial portfolio management; Providing information in the field of personal finance; Providing information in the field of personal finance via a website
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.