U.S. federal trademark · Serial No. 87284258 · Reg. No. 017
Financial planning; the management and distribution of mutual funds; the distribution of securities; the distribution of insurance in the field of estate planning; the distribution of insurance in the field of risk management; the distribution of insurance in the field of asset preservation; mortgage brokerage; financial investment services, namely, the distribution of guaranteed investment certificates, credit cards and cash management accounts; offering investment loans, registered retirement savings plan (RRSP) loans, registered education savings plan (RESP) loans and residential mortgages; providing financial guidance in the nature of information, advisory, and consultancy services in the fields of personal estate planning, financial risk management and asset preservation
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.