U.S. federal trademark · Serial No. 86838847 · Reg. No. 5131408
Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; 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 portfolio management; Financial retirement plan consulting services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.