U.S. federal trademark · Serial No. 78078907 · Reg. No. 204
Insurance agency services; financial services, namely, providing financial information to clients and potential clients regarding investments, finances, financial planning, insurance, portfolios, retirement issues, retirement savings plans, registered retirement income funds and investor risk profiles; insurance brokerage; financial investment services in the field of retirement savings plans, registered retirement income funds, annuities, segregated funds, investment securities and asset allocation funds; financial investment counseling services to others; annuities services, namely, annuity underwriting; financial investment services in the field of segregated funds; financial investment services in the field of interest bearing investment funds; financial investment services in the field of securities; financial management services featuring asset allocation funds; insurance underwriting services for accident, sickness, disability and hospitalization insurance; insurance services, namely providing insurance information concerning policies and other insurance products on behalf of insurance companies to their prospective customers
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.