U.S. federal trademark · Serial No. 86968929 · Reg. No. 5086103
Financial advisory and consultancy services, namely, estate planning, estate trust planning, investment advice, investment management, investment consultation and investment of funds for others including private and public equity and debt investment services; mutual fund investment; retirement account investment and planning; financial consultation and planning in the field of college funding; providing an investment option available for variable annuity and variable life insurance products; life insurance brokerage; trading of investments in securities and financial instruments and products for others; wealth management services, namely, financial portfolio management; financial services, namely, financial asset protection in the nature of insurance consultation and brokerage, trust planning and administration, and exempt property planning; financial planning and investment advisory services
Promotion of financial and insurance services, on behalf of third parties; Tax and taxation planning, advice, information and consultancy services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.