U.S. federal trademark · Serial No. 88237829 · Reg. No. 5825821
Financial services, namely, financial analysis, financial information, financial consultancy, financial advice and consultancy, financial planning, financial management, financial risk management; Financial investment brokerage services; Real Estate brokerage services; Mortgage financing services; Estate planning; Financial planning and investment advisory services; Financial research and equity research brokerage services; Financial planning and investment advisory services, namely, providing advice and strategies relating to private wealth management, financial portfolio management, estate planning, retirement planning, investments, wealth preservation, tax planning and educational savings; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Providing financial services with respect to securities and other financial instruments and products, namely, money management services
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