U.S. federal trademark · Serial No. 87346114 · Reg. No. 5376821
Financial advice; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, wealth management services; Insurance and financial information and consultancy services; Insurance services, namely, insurance eligibility review and verification and consultation in the life, accident, health, and longterm care insurance industry; Insurance services, namely, underwriting, issuing and administration of life insurance; Investment advice; Investment consultancy; Investment management; Life insurance brokerage; Capital investment services; Financial asset management; Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, wealth management services; Funds investment; Mutual funds and capital investment
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.