U.S. federal trademark · Serial No. 78703937 · Reg. No. 3238485
Consultation for retirement planners in the field of marketing financial services; business consultation for retirement income planners in the field of strategic planning; creating marketing materials for retirement income planners
Providing temporary use of software to retirement income planners for creation of marketing materials
Consultation for retirement planners in the field of asset allocation
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.