U.S. federal trademark · Serial No. 87540128
Providing financial, retirement, estate planning, investment advisory, and wealth management services to individuals and entities relating to retirement plans; fiduciary consulting for corporate retirement plans, municipalities, endowments and foundations; institutional brokerage, namely, financial investment brokerage and research services with respect to financial products and services for public companies; insurance consultancy services, namely, providing advice in the field of life, health, long-term care, and annuities insurance; providing life, health, long-term care, and annuities insurance; financial advisory services with respect to providing non-qualified deferred compensation plans for companies
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.