U.S. federal trademark · Serial No. 98740530
Investment management; Financial administration of retirement plans; Financial Planning; Financial Advice; Financial portfolio management; Insurance brokerage; Insurance consultation; Insurance information; Securities brokerage; Management of securities portfolios; Investment advice in the fields of personal finance, tax, securities, retirement planning, and college planning; Qualified retirement plan management, namely, financial planning for retirement
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.