U.S. federal trademark · Serial No. 97724422 · Reg. No. 7276454
Individual retirement account services, financial administration of retirement plans, financial retirement plan consulting services; investment management in the field of retirement accounts and retirement plans; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial planning for retirement; advice on finance during retirement; investment advice in the field of retirement planning; investment consultation in the field of retirement planning; investment management in the field of retirement accounts and retirement plans
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.