U.S. federal trademark · Serial No. 87369110 · Reg. No. 5470863
Financial and insurance services, namely, insurance underwriting, brokerage and administration in the field of life, health, disability, annuities, and employee benefits insurance; Insurance underwriting, brokerage and administration in the field of stop loss insurance; Mutual fund and investment brokerage; Financial risk management; Financial administration of retirement, employee benefits, and annuity plans and programs; Retirement funds investment services; Providing financial information in the field of retirement planning; Investment services, in the nature of asset management services, cash management, financial management, and financial portfolio management; Investment management services; Securities brokerage services; Mutual fund investment services; Financial planning services; Reinsurance underwriting services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.