U.S. federal trademark · Serial No. 85172129 · Reg. No. 4021847
Regulatory compliance consulting in the field of retirement plan administration
Capital investment consulting; Consulting services in the field of retirement plan administration and fiduciary compliance; Estate planning; Financial evaluation for insurance purposes; Financial planning; Financial planning consultation; Financial services, namely, wealth management services; Investment consultancy; Investment consultation; Mutual fund brokerage; Mutual fund investment; Mutual funds and capital investment; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Securities brokerage; Securities brokerage services; Security brokerage
Assistance with business management and planning; Business succession planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.