U.S. federal trademark · Serial No. 78679222 · Reg. No. 3240648
Financial services in the field of mutual fund investments, investment brokerage, and retirement plans; Financial services, namely, providing investment account information by telephone, by electronic means, and via a global communications network; financial services, namely, providing a website with the ability to change and modify investment accounts; providing management and recordkeeping of employee retirement plans for others; financial planning; providing automated retirement account information via a global communications system
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.