U.S. federal trademark · Serial No. 98391970 · Reg. No. 7659027
Advice relating to investments; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial advice, namely, budget planning; Investment advice; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; On-line financial planning services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.