U.S. federal trademark · Serial No. 76525607 · Reg. No. 2986805
Financial services, namely, investment advisory and management services, financial planning services, retirement planning and management services and tax planning services; insurance brokerage services in the life, disability, and long term care insurance; security and investment brokerage services; providing financial planning tools in the nature of an online, interactive database containing financial calculators, questionnaires and information to assist in making investment and financial planning decisions
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.