U.S. federal trademark · Serial No. 88065748 · Reg. No. 6274908
Financial management in the field of investment portfolios and employee pension plans; insurance brokerage for health insurance, life insurance, disability insurance and long term care insurance; investment advisory services; management of portfolios comprising securities; investment management of and distribution of variable annuities; investment advisory services pertaining to tax deferred education savings plans; financial planning for executives; administration of employee benefit plans concerning insurance and finance; financial planning for retirement
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.