U.S. federal trademark · Serial No. 77301402
Credit and financial consultation; Financial analysis and consultation; 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; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial services, namely, estate settlement 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; Financial services, namely, mortgage planning; Online financial planning services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.