U.S. federal trademark · Serial No. 78769576 · Reg. No. 3176706
Administration of employee benefit plans; Administration of employee pension plans; Advice relating to investments; Brokerage in the field of securities, insurance; Establishing mutual funds for others; Estate planning; Financial analysis and consultation; Financial consultation; Financial evaluation for insurance purposes; Financial investment in the field of securities, insurance; Financial planning; Financial planning consultation; Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, investment fund transfer and transaction services; Fund investment consultation; Funds investment; Insurance brokerage; Insurance brokerage in the field of life, health, disability; Insurance consultation; Investment advice; Investment advisory services; Investment brokerage; Investment consultation; Investment management; Investment management of and distribution of variable annuities; Life insurance brokerage; Mutual fund brokerage; Mutual fund distribution; Mutual fund investment
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.