U.S. federal trademark · Serial No. 87785676 · Reg. No. 5741010
Financial planning; Financial planning for retirement; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Insurance consulting in the field of life, disability, long term care and health insurance insurance; Investment advice in the fields of municipal bonds, stocks, mutual funds, securities and retirement accounts; Investment management in the fields of municipal bonds, stocks, mutual funds, securities and retirement accounts; Investment management of and distribution of annuities; 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.