U.S. federal trademark · Serial No. 88419081 · Reg. No. 5951883
Advice on finance during retirement; financial administration of retirement plans; financial consultancy; financial planning and investment advisory services; financial planning for retirement; financial planning, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; insurance brokerage; investment management; and financial planning for retirement planning; financial retirement plan consulting services; financial services, namely, investment fund transfer and transaction services; financial services, namely, wealth management services; financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; financial trust operations; financial trust planning; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; insurance services, namely, underwriting life, health and disability insurance; investment services, namely, asset acquisition, consultation, development and management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.