U.S. federal trademark · Serial No. 76696118 · Reg. No. 3718937
Financial consulting services, namely, financial advisory services, financial analysis, consultation and research services, management and brokerage in the field of stocks, bonds, Exchange Traded Funds (ETFs) and other securities and the investment of funds of others; financial due diligence; financial investment advisory services; financial management; financial planning, namely, the creation of personalized strategies to achieve financial independence; financial risk management services; financial asset management services; fund management services; stocks and securities management services; estate planning services, retirement planning services, 401(k) management services, defined contribution/benefit management services; fiduciary services; and insurance planning and analysis
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