U.S. federal trademark · Serial No. 98493081 · Reg. No. 7963744
Annuity services, namely, account and investment administration; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial advice, namely, budget planning; Investment advice; Investment advisory services; Investment brokerage; Investment consultation; Investment management; Life insurance brokerage; Advice on finance during retirement; Advice relating to investments; Financial investment brokerage; Financial investment brokerage services; Financial retirement plan consulting services; Financial planning for retirement; Fund investment consultation; Individual retirement account services; Investment advice in the fields of retirement; Mutual fund investment; Providing information and research in the field of finance and financial investments; Providing information regarding financial investment strategies
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.