U.S. federal trademark · Serial No. 99089374
Financial planning services; Investment management services; financial research; financial portfolio management services that use financial portfolio models, and financial investment management services including investment recommendations; Advisory and brokerage services in the field of property and casualty insurance; Providing group benefits consulting in relation to insurance, namely, health, life, and disability insurance; Financial consulting in relation to retirement plans; Estate planning services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.