U.S. federal trademark · Serial No. 98353570 · Reg. No. 7780589
Brokerage of shares or stocks and other securities; Financial evaluation for insurance purposes; Financial investment brokerage; Financial planning and investment advisory services; Financial planning for retirement; Insurance brokerage; Insurance consultancy; Insurance information; Life insurance brokerage; Management of securities portfolios; Management of portfolios comprising securities; Securities brokerage; Securities brokerage services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.