U.S. federal trademark · Serial No. 99268592
Insurance brokerage; Annuity brokerage services; Investment advisory services; Financial planning; Estate planning; financial advisory and consultancy services, namely, life, variable life, disability, and long-term care insurance consulting; Providing information in the field of financial planning for variable and non-variable annuities; Servicing of brokerage and investment advisory products; financial planning and fee-based financial planning; estate planning.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.