U.S. federal trademark · Serial No. 85467773 · Reg. No. 4231332
Financial planning and advisory services; financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; investment advisory services, financial portfolio analysis and management; wealth management services, financial trust planning and management, estate planning and estate trust planning services, insurance brokerage services for life and health insurance, and for disability and long term care insurance; providing consulting and information concerning insurance; providing investment options for variable and fixed annuity products; fiscal assessments and evaluations; providing information and research in the fields of personal finance, financial planning and financial management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.