U.S. federal trademark · Serial No. 99138866
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; Investment management services in the field of acquiring joint ventures; Investment services, namely, asset acquisition, consultation, development and management services; Investment advisory services; Financial planning for retirement; Financial administration of retirement plans; Financial retirement plan consulting services; Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.