U.S. federal trademark · Serial No. 78555154 · Reg. No. 3054481
Investment banking services; financial services in the nature of underwriting, distribution, and trading of securities for others; securities brokerage services; investment research services; investment management and advice; financial services in the nature of trading futures, currencies, options, foreign exchange, and commodities for others; financial clearing house; securities custody services; provision of financial information; estate planning services; securities trustee services; employee pension administration services; mutual fund brokerage, distribution, and investment; derivative investment securities brokerage; risk management services; insurance brokerage; insurance administration in the fields of home, vehicle, life, accident, and personal liability insurance; financial planning services for others; and financial services in the nature of providing financial information via the Internet
[ Educational services, namely, conducting workshops in the field of financial management ]
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.