U.S. federal trademark · Serial No. 99606105
Financial consultancy services; Financial advisory services; Financial planning; Financial management; Financial asset management; Financial portfolio management; Financial wealth management services; Financial trust planning; Estate planning; Financial advice relating to tax; Insurance and financial information and consultancy services; Insurance consultation; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Providing information in the field of financial planning; Providing information in the field of wealth management; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary
Tax planning; Tax and taxation planning, advice, information and consultancy services; Tax consultation
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.