U.S. federal trademark · Serial No. 78820110
Financial services, namely investment consultation, financial management, planning and portfolio management services; insurance services, namely, providing solicitation and servicing of life, accident, health, property, casualty, marine, fixed annuity, variable life and annuity, credit, and consultative and administrative insurance services; investment advisory consultation; mutual fund investment services; retirement fund investment services; and investment consultation for college savings plans
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.