U.S. federal trademark · Serial No. 86418822 · Reg. No. 4780672
Financial and insurance planning consultation services in the field of estate and retirement planning, financial planning, insurance planning, tax planning, long term care planning, disability planning, retirement and insurance benefit plans, life insurance; and brokerage services, namely, real estate brokerage and financial investment brokerage services; Investment and retirement services, namely, financial planning for retirement and financial asset allocation management services, financial wealth management services, financial investment brokerage services, investment management services, business investment management services, financial planning in the nature of pension planning services, profit sharing planning consultation, estate trust management and planning, financial planning for education, financial consultation and administration of retirement plans, financial consultation and administration of annuity and deferred compensation plans; Mutual fund services, namely, mutual fund investments, mutual fund distribution and mutual fund brokerage
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.