U.S. federal trademark · Serial No. 86023705
Background investigation services of securities brokers for financial institutions
Financial management advisory services directed toward financial institutions; Management of investment portfolios; Financial due diligence relating to financial institution investment portfolios; Financial management of derivative investment portfolios for financial institutions; Financial management of financial institution bond investments and transactions; Investment bailment custodial services for financial institutions, namely, securities safekeeping; Financial asset management in the nature of asset liability management services for financial institutions; Insurance underwriting consultation in the nature of evaluation of loan underwriting programs for financial institutions; and consultation related to loan credit reviews for financial institutions
Accounting services; Records management services, namely, document indexing for others; Business strategic planning services for financial institutions
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.