U.S. federal trademark · Serial No. 97542868 · Reg. No. 7187056
financial services, namely, investment management, asset management, financial planning and investment advisory services; financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; financial consultancy services, namely, educational savings plan services; retirement plan services, namely, financial retirement plan consulting services; pension management services, namely, financial management of employee pension plans; investment portfolio management; life insurance and long-term care insurance services, namely, insurance brokerage services; financial risk analysis services, namely, financial risk assessment services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.