U.S. federal trademark · Serial No. 99736856
Financial planning and investment advisory services; Financial portfolio management; Financial retirement plan consulting services; Estate planning; Financial consultation in the field of investments, wealth management, and asset allocation; Insurance brokerage services; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.