U.S. federal trademark · Serial No. 98182347 · Reg. No. 7526886
Financial asset management; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Fund investment consultation; Insurance services, namely, underwriting, issuing and administration of life insurance; Investment advice; Investment consultancy; Investment consultation; Investment management; Life insurance brokerage; Life insurance underwriting
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.