U.S. federal trademark · Serial No. 78961925 · Reg. No. 3321860
Administration of employee benefit plans; Brokerage in the field of insurance; Financial evaluation for insurance purposes; Financial planning consultation; Financial planning, namely the creation of personalized strategies to achieve financial independence; Financial risk management; Financial services, namely assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Insurance agency and brokerage; Insurance consultation; Investment management
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