U.S. federal trademark · Serial No. 85263685 · Reg. No. 4062639
Brokerage in the field of bonds, investments, stocks, mutual funds, securities, insurance; Discount securities brokerage services; Estate planning; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis and consultation; Financial investment in the field of bonds, stock, mutual funds and securities; Financial services, namely, consulting, advising and planning in the fields of retirement planning, annuity planning, and monetary charitable giving; Financial management; Financial planning; Financial portfolio management; Financial trust planning; Insurance consultancy; Investment advice; Investment consultation; Investment management; 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.