U.S. federal trademark · Serial No. 77870644 · Reg. No. 3855902
Investment advice; investment consultation; investment management; financial analysis and consultation; financial planning; financial planning consultation; financial portfolio management; consultation services in the development, selection and review of financial retirement plans for businesses; consultation services in the field of financial planning for retirement for businesses; consultation services in the field of financial planning for retirement for individuals; providing investment management and consulting services in the field of annuity products; and consulting services in the field of retirement plan administration and fiduciary compliance
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.