U.S. federal trademark · Serial No. 99238292 · Reg. No. 8116005
Banking services; financial services, namely, offering individual retirement accounts, investment and electronic funds transfers; financial services, namely, wealth, retirement, estate and financial planning, investment of rollovers; providing financial asset management advice for individuals, fiduciaries, qualified retirement plans and foundations; trusteeship services in the nature of trusteeship representatives; financial services, namely, estate settlement and asset management services as court appointed executor of estates; financial asset management and financial custodial services, namely, maintaining possession of financial assets for others for financial management purposes as appointed by the court for wards of the state
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