U.S. federal trademark · Serial No. 78701329
Advice relating to investments; Brokerage in the field of insurance, investments; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Fund investment consultation; Funds investment; Insurance brokerage in the field of life, disability, health and long-term care; Insurance consultation; Investment advice; Investment brokerage; Investment consultation; Investment management of and distribution of variable annuities; Life insurance brokerage; Mutual fund investment; Providing information in insurance matters
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.