U.S. federal trademark · Serial No. 86050540 · Reg. No. 4623465
Insurance and financial services, namely, providing financial advisory services and programs to consumers, namely, analysis, advice, and recommendations on personal insurance and life-event planning for financial investment purposes; providing life insurance underwriting services; financial planning and wealth management services, insurance brokerage services in the field of life insurance; retirement planning services; providing information in the field of insurance, financial planning and retirement planning; providing information regarding life insurance and annuities; financial risk management and insurance services, namely, providing insurance consultation; insurance services in the nature of loss control management for others; insurance carrier services, and insurance premium rate computing; financial investment in the field of securities; financial services, namely, trading of investments for others in the nature of securities, options, derivatives, and debt instruments; fund investment consultation; investment management; investment of funds for others; investment services, namely, asset acquisition, consultation, development and management services; mutual funds investment; financial advisory and financial consultancy services in connection with financial engineering, financial modeling and financial structuring of investment instruments in the nature of securities, options, futures, derivatives, debt instruments and commodities; providing financial due diligence and wealth management for high net worth individuals; providing investment portfolio management; providing consultation in connection with public and private equity offerings; financial advisory and wealth management services in connection with tax and insurance planning strategies; financial analysis and consultation; financial analysis and research services; financial asset management; financial forecasting; financial investment analysis and stock research; financial management; financial planning for retirement; financial portfolio management; financial risk management; financial risk management consultation; financial services, namely, providing information regarding interest rate products and equities via the Internet and intranet systems; financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.