U.S. federal trademark · Serial No. 98824267
(Based on Use) Financial advice, namely, budget planning; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Financial trust planning; Investment management; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; On-line financial planning services; Providing information in the field of financial planning; Providing information in the field of wealth management (Based on Intent to Use) Commercial lending services; Financial loan consultation; Financial services, namely, mortgage planning; Insurance consulting in the field of automobile, life, health, fire, and property insurance; Loan financing; Loan origination services specializing in commercial loans, construction loans, home loans, first mortgage, and second mortgage; Mortgage financing services; Mortgage lending; Mortgage refinancing; Real estate lending services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.