U.S. federal trademark · Serial No. 98912085
Financial advisory and consultancy services; Financial planning consultation; Financial planning and investment advisory services; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Investment consultation; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Providing information in the field of financial planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.