U.S. federal trademark · Serial No. 86597511 · Reg. No. 4862764
Brokerage in the field of disability income insurance, long term care insurance, annuities and life insurance; Estate planning; Estate trust planning; Financial asset management; Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, special needs financial planning; Financial risk management; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Financial trust planning; 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.