U.S. federal trademark · Serial No. 90850647 · Reg. No. 6819390
Financial advisory and consultancy services, namely, advising others in the field of retirement plan design and implementation; Financial retirement plan consulting services; Financial administration of retirement plans; Financial management in the field of investment portfolios and employee retirement accounts offered by employers; Financial consultation services for registered investment advisory companies and banks in the field of retirement plan maintenance, recordkeeping, and fiduciary operations
Shareholder record keeping services; Retirement plan recordkeeping services; Business consultation in the field of retirement plans; Business management of retirement plans; Financial recordkeeping for regulatory compliance purposes; Financial records management; Preparation of business reports; Preparation of financial statements
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.