U.S. federal trademark · Serial No. 78603974 · Reg. No. 3330952
Financial planning consultation, namely, consultation services for retirement and pension planning, and implementing financial programs for achieving retirement and pension goals; providing financial services, namely, investment fund transfer and transaction services, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; banking; trust services, namely, investment and trust company services; investment services, namely, investment management of and distribution of variable annuities; brokerage of stocks, bonds, and mutual funds; insurance related services, namely, insurance brokerage, insurance agencies, insurance claims administration
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.