U.S. federal trademark · Serial No. 99671788
Financial advisory and consultancy services, namely, Financial planning and investment advisory services; retirement planning services; financial consulting services in the field of retirement income distribution strategies; insurance consulting services; providing financial information in the field of tax-efficient retirement income planning; annuity brokerage and consultation; advisory services relating to wealth management and asset allocation strategies; financial risk management consultation in the field of retirement and longevity planning.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.