U.S. federal trademark · Serial No. 50068435
Financial planning; Financial planning for retirement; Financial planning and investment advisory services; Financial wealth management services; Investment management; Investment brokerage; Financial portfolio management; Life insurance brokerage; Life insurance underwriting; Insurance services, namely, underwriting, issuing and administration of life insurance; Providing insurance information in the field of disability insurance; Long-term care insurance underwriting; Health insurance underwriting; Issuance of life, health, disability, and long-term care insurance; Issuance and administration of annuities; Annuity services, namely, account and investment administration
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.