U.S. federal trademark · Serial No. 99205569
Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning and investment advisory services for individuals, families and small businesses; Providing information in the field of financial planning; Financial wealth management services for individual clients; Providing information in the field of wealth management; Investment advice relating to publicly traded securities, mutual funds, and insurance-based investment products, excluding private equity fund investment services, management of private equity funds, venture capital services, hedge fund services, and pooled investment fund management; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial services in the nature of providing an investment option available for life insurance products; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.