U.S. federal trademark · Serial No. 88035939 · Reg. No. 5837726
Annuity services, namely, account and investment administration; Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement. None of the foregoing include services in the field of real estate investment trusts
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.