U.S. federal trademark · Serial No. 50086139
Financial consultancy; Financial planning; Financial advice; Financial consultation; Financial information; Financial asset management in the field of mutual funds, real estate and retirement savings plan; Financial administration of retirement plans; Financial retirement plan consulting services; Insurance consultancy; Insurance information; Insurance consultation; Insurance brokerage services; Insurance carrier services; Life insurance brokerage; Financial administration of employee benefit plans; Administration of employee benefit plans concerning insurance and finance; Securities brokerage services; Financial portfolio management; Establishing mutual funds for others; Mutual fund brokerage; Mutual fund distribution; Mutual fund planning services; Mutual fund investment
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.