U.S. federal trademark · Serial No. 88939722
Financial planning; Financial planning consultation; Financial analysis and consultation; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial trust planning; Insurance consulting in the field of life insurance; Insurance services, namely, insurance eligibility review and verification and consultation in the life insurance industry; Estate trust planning; Financial trust administration; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.