U.S. federal trademark · Serial No. 76388057 · Reg. No. 2758203
Independent financial services and advisory in the field of investment and insurance securities in the nature of stocks, bonds, mutual funds, annuities and life insurance; investment and insurance consultation; comprehensive financial planning; estate planning; tax planning; retirement planning; education planning; education planning for charitable giving; portfolio and asset management; asset allocation; investment and financial analysis; retirement funding strategies; qualified and nonqualified retirement plans namely, employee benefit plans
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.