U.S. federal trademark · Serial No. 78331101 · Reg. No. 3137827
Insurance brokerage services; employee benefits consulting; retirement services, namely, fiduciary due diligence, retirement plan evaluations, retirement plan transition services for the purpose of disseminating information relating to the transition from work to retirement and consultation in connection therewith, and providing information compiled from industry surveys regarding retirement planning; financial services, namely, investment consulting; broker dealer services, namely, mutual fund brokerage and distribution, municipal securities brokerage and brokerage or dealer services of variable life insurance or annuities
Conducting workshops and seminars in the field of insurance, employee benefits, retirement and financial services, and broker dealer services, namely, mutual fund brokerage and distribution, municipal securities brokerage, and brokerage or dealer services of variable life insurance or annuities
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.