U.S. federal trademark · Serial No. 87309454
Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial administration of retirement plans; Financial retirement plan consulting services; Financial trust planning; Investment advisory services; Investment management of and distribution of variable annuities; Advice relating to investments; Financial planning and investment advisory services; Financial services, namely, wealth management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.