U.S. federal trademark · Serial No. 85119322 · Reg. No. 4014106
Annuity services, namely, account and investment administration; Brokerage services in the field of securities and commodities investing; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Individual retirement account services; Investment advisory services; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.