U.S. federal trademark · Serial No. 77303197
Financial services, namely, life insurance and annuity underwriting services; financial services in the nature of annuity investment; administration and management of annuity contracts; administration of annuity contracts for others and consultation in the field of developing annuity products for others; mutual fund services, namely, mutual fund brokerage, mutual fund distribution and the administration and management of mutual funds; financial planning and investment advisory services; institutional investment management services; investment planning services, namely, investment consultation and advice; arranging deferred compensation for private, public and tax exempt employers and their employees, and offering individual retirement accounts for individual retirement
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.