U.S. federal trademark · Serial No. 86364505 · Reg. No. 4712054
Financial planning and investment advisory services; insurance consulting services for issuance and administration of annuities; insurance consulting services in the fields of life and disability insurance; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; securities brokerage; mutual fund brokerage; 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.