U.S. federal trademark · Serial No. 85862086 · Reg. No. 4446735
Financial services, namely, wealth management services, financial planning and investment advisory services, financial asset management, financial risk management, special needs financial planning; brokerage services in the fields of disability income insurance, long term care insurance, annuities and life insurance; estate planning, estate trust planning, financial trust planning; and financial services, namely, providing an investment option available for variable annuity and variable life insurance products, financial planning for retirement, and providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.