U.S. federal trademark · Serial No. 76668480 · Reg. No. 3960220
Financial analysis, management and consultation, namely, analysis of financial instruments for others; investment consultation and advisory services in the fields of stocks, options, bonds, investment funds, and insurance; asset management; advice relating to investments; estate planning; and financial planning and consultation, namely, the creation of personalized strategies to achieve financial independence; financial portfolio management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.