U.S. federal trademark · Serial No. 86817819 · Reg. No. 5002308
Brokerage in the field of employee benefits insurance; Brokerage services for stocks and bonds; Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services in the field of employer-sponsored retirement plans; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial consultancy; Financial consultancy and insurance consultancy; Financial consulting; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial investment brokerage; Financial investment brokerage services; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial retirement plan consulting services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Individual retirement account services; Insurance agencies; Insurance and financial information and consultancy services; Insurance brokerage; Insurance brokerage in the field of property and casualty insurance; Insurance brokerage services; Insurance consultancy; Insurance consultation; Investment brokerage; Life insurance brokerage; Providing financial information via a web site; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing information in the field of financial stock and equity markets; Providing investors with financial information; Providing on-line financial calculators; Securities brokerage; Securities brokerage services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.