U.S. federal trademark · Serial No. 50019542
Financial planning; Financial planning for retirement; Financial planning and investment advisory services; Investment advice; Investment management; Investment brokerage; Investment of funds; Insurance brokerage; Health insurance underwriting; Life insurance underwriting; Accident insurance underwriting; Medical insurance underwriting; Insurance risk management; Insurance services, namely, underwriting, issuing and administration of life insurance; Dental health insurance administration; Long-term care insurance underwriting; Wealth transfer planning; Financial wealth management services; Providing information in the field of wealth management; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families
Business advice and Information about a corporate executive whose wealth amounts to at least a million dollars, pounds, or the equivalent in other currency
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.