U.S. federal trademark · Serial No. 97108935
Financial services, namely, financial advisory and consultancy services, financial planning and counseling in the nature of helping others manage money, and financial planning for retirement; financial administration of retirement plans, financial information services and cash management services; insurance services, namely, insurance agency and brokerage services, underwriting, issuance, and administration of health and life insurance, annuity underwriting and distribution services; retirement services, namely, financial retirement plan consulting services; financial services, namely, mutual fund management, brokerage and distribution; investment advisory and investment management services; pension and retirement plan fund management, namely, financial management of employee pension plans and retirement plans; cash management services; general securities and annuity brokerage services; insurance consultation and claims processing services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.