U.S. federal trademark · Serial No. 98497649 · Reg. No. 7702854
Financial planning services, namely, brokering and advising on the fields of annuities, equities, stocks, mutual funds, life insurance, long term care insurance, municipal bonds, corporate bonds, and unit investment trusts; wealth management services; estate planning services; investment advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.