U.S. federal trademark · Serial No. 88741949 · Reg. No. 6155311
Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Investment management; Estate planning; Financial Planning; Financial planning for retirement; Financial planning for education; Financial services, namely, coordination of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Debt counseling services; Insurance and financial information and consultancy services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Insurance and financial services, namely, insurance administration; insurance brokerage; insurance consultation; and insurance underwriting in the field of accident, fire, life, medical, long term care, home, and vehicles
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.