U.S. federal trademark · Serial No. 97718465 · Reg. No. 7874415
Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Fiduciary services, namely, fiduciary representative services; Financial administration of retirement plans, retirement income plans, 401k services and pooled employer plans services; 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 management in the field of retirement plans; Financial retirement plan consulting services; Individual retirement account services; Insurance underwriting consultation; Insurance underwriting services for all types of insurance; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.