U.S. federal trademark · Serial No. 77515943 · Reg. No. 3656817
Financial planning services, namely, retirement planning and investment management services, administration of employee benefit plans, and providing financial information via the Internet, global networks, telephone and/or other means
Preparing financial reports for others; preparing investment and retirement planning reports for others for financial planning purposes
Financial planning products, namely, printed reports on investments and retirement planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.