U.S. federal trademark · Serial No. 90587397 · Reg. No. 6638752
Accountancy services; Tax advisory services
Financial information and advisory services; Insurance and financial information and consultancy services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.