U.S. federal trademark · Serial No. 99315551 · Reg. No. TMA1206789
(Based on Use) Providing financial information; Financial administration of mutual funds; registered savings plans services, namely, savings account services; insurance services, namely, providing insurance information, insurance consultancy, insurance brokerage, insurance underwriting services for all types of insurance, assessing insurance claims, insurance risk management; (Based on 44(e)) (Based on Use) Financial asset management; Financial planning; Estate planning; Financial planning for retirement; Financial analysis and consultation; Investment management; Financial investment in the field of securities; Investment of funds for others; Financial administration of retirement plans; Wealth management; financial investment counseling; 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; administration of investment savings accounts; personal financial risk management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.