U.S. federal trademark · Serial No. 85209017 · Reg. No. 4089914
Providing sales consultation services to external third party licensed broker dealer representatives and independent financial professionals, namely, providing business development services in the form of lead generation and marketing consultation for the sale of financial planning services and sale of insurance and investment products
Financial services, namely, financial investment in the field of securities; mutual fund brokerage; mutual fund distribution; mutual fund investment; establishing mutual funds for others; investment management of and distribution of variable annuities; annuity underwriting; issuance and administration of annuities; financial services, namely, savings programs in the nature of 529 college savings plans
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