U.S. federal trademark · Serial No. 78564549 · Reg. No. 3096968
financial services, namely, retirement fund investment services; retirement plan administration services; management of investments and mutual funds; underwriting, brokerage and investment management of and distribution of annuities
providing website tools, namely, temporary use of online non-downloadable software that assists advisors in making investment recommendations and features financial calculators
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.