U.S. federal trademark · Serial No. 78674877 · Reg. No. 3166742
Brokerage services for stock shares and other securities; life insurance brokerage; brokerage of fixed and variable annuities; retirement planning services featuring IRA's and IRA rollovers and pension rollovers; business retirement planning, namely, administration of 401k plans for others; college investment planning services; comprehensive financial analysis services; financial planning, namely financial portfolio review and design services; financial investment research services; financial investment planning services; fee-based investment advisory services; investment account management services for both separate accounts and mutual funds
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.