U.S. federal trademark · Serial No. 88713566 · Reg. No. 206
Wealth management; financial asset management; financial planning; estate planning; financial planning for retirement; financial analysis and consultation; financial investment counseling; investment management; financial investments, namely, mutual fund investment; mutual fund services, namely, mutual fund distribution, mutual fund brokerage, establishing mutual funds for others, and mutual fund planning, advisory and analysis services; investment of funds; financial investments in the field of securities; administration of investment savings accounts; registered savings plans, namely, savings account services; investment of funds for others; providing financial information; insurance services, planning and analysis, namely, insurance information, insurance consultancy, insurance brokerage, insurance underwriting services for all types of insurance, assessing insurance claims, insurance risk management; financial administration of retirement plans; personal financial risk management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.