U.S. federal trademark · Serial No. 85179291 · Reg. No. 4206665
Financial services, namely, financial analysis and consultation; financial research; financial information provided by electronic means; financial information processing; investment fund transfer and transaction services; security brokerage; insurance services, namely, life insurance brokerage; life, health, property and casualty insurance underwriting; insurance agencies for health, property and casualty insurance; insurance actuarial services; health, property and casualty reinsurance underwriting; insurance consulting services; investment management services; financial asset management services; comprehensive financial risk management services focusing on assets and liabilities including combining insurance and reinsurance services with derivative financial instruments; financial consulting services; banking services; mortgage banking; real estate mortgage lending services; trust services, namely, estate trust management
Educational services in the nature of providing courses, training, seminars and workshops in the field of financial planning and lifestyle management, and distributing course materials in connection therewith
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.