U.S. federal trademark · Serial No. 87194665
Estate planning; Financial advice; Financial analysis; 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 asset management; Financial consulting; Financial investment brokerage; Financial management; Financial planning; Financial retirement plan consulting services; Financial risk assessment services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.