U.S. federal trademark · Serial No. 98264969 · Reg. No. 7998988
Financial advice, namely, budget planning for individuals; Personal financial planning for individuals; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Personal financial portfolio management for individuals; Personal investment advice for individuals; Personal investment advisory services for individuals; Personal investment management for individuals; Personal financial planning and investment advisory services for individuals
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.