U.S. federal trademark · Serial No. 98312794 · Reg. No. 7646094
Financial services, namely, wealth management services; Financial retirement plan consulting services; Financial risk management consultation; Estate planning; Financial planning; insurance consultancy and brokerage, in the fields of life insurance policies and annuity contracts for others; Investment advisory services; Investment management and account administration; financial and investment services, namely, management in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Providing information and advice in the field of finance, financial investments, insurance, annuities and the financial aspects of retirement; Providing financial information via a website
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.