U.S. federal trademark · Serial No. 76650489 · Reg. No. 3307842
Financial management: namely, consultation on retirement planning, estate planning, asset management, and long term health care; consultation on investments in securities, portfolio management, capital investments, and cash management; retirement planning services involving life insurance, mutual funds, fixed annuities, analysis of post retirement income alternatives, financial asset allocation and management, and long term health care insurance; brokerage services in the field of financial and investment products, namely securities, annuities, mutual funds, and insurance policies
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.