U.S. federal trademark · Serial No. 87020447 · Reg. No. 5248671
Brokerage services for capital investments; Brokerage services in the field of securities and commodities investing; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial analysis and research services; Financial consultancy and insurance consultancy; Financial evaluation for insurance purposes; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial retirement plan consulting services; Insurance underwriting services for all types of insurance; Insurance and financial information and consultancy services; Financial investment brokerage services; Financial risk management; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.