U.S. federal trademark · Serial No. 97326850 · Reg. No. 7000510
Financial and insurance services, namely, insurance underwriting, brokerage and administration in the field of health, accident, critical illness, disability, and employee benefits insurance; insurance underwriting, brokerage and administration in the field of stop loss insurance and hospital confinement indemnity insurance; mutual fund and investment brokerage; financial risk management; financial administration of pension, retirement, employee benefits concerning insurance and finance; retirement funds investment services; providing financial information in the fields of finance, financial asset management, financial planning, financial investing, retirement, retirement income, retirement planning, and retirement plans and saving; consulting services in the field of workplace retirement savings plans; consulting services in the field of retirement savings; providing information in the field of administration of workplace retirement savings plans for clients; processing, administering and managing workplace retirement savings plans; investment services, in the nature of asset management services, cash management, financial management, and financial portfolio management; financial advisory services, namely, financial portfolio analysis services; investment management services; securities brokerage services; mutual fund investment services; financial planning services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.