U.S. federal trademark · Serial No. 88079384 · Reg. No. 5789646
Investment advisory services; financial consultancy; financial planning services; financial asset management services; estate planning; estate trust planning; financial consultancy and insurance consultancy; financial planning and investment advisory services; financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; insurance brokerage; insurance brokerage in the field of life insurance, health insurance, and property and casualty insurance; insurance consultancy; providing stock/securities market information; security brokerage; fiduciary services, namely, fiduciary representative services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.