U.S. federal trademark · Serial No. 99149106 · Reg. No. 8100029
Financial advisory services; Financial investment brokerage services; Financial planning; Financial planning for retirement; Financial advice, namely, budget planning; Financial planning and investment advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial retirement plan consulting services; Life insurance brokerage; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services in the nature of providing an investment option available for life insurance products; Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.