U.S. federal trademark · Serial No. 90875124
Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial consultancy and insurance consultancy; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial evaluation for insurance purposes; Financial services, namely, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Financial services, namely, life insurance settlement services; Financial services, namely, mortgage planning; 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.