U.S. federal trademark · Serial No. 77079003 · Reg. No. 3271447
Financial services, namely, mutual funds; advisory, distribution, underwriting and administration of mutual funds and limited partnership investment vehicles; financial and investment management, advisory, analysis, consultation, record keeping and information services; financial analysis; formation, offering and management of limited partnerships; securities brokerage; investment brokerage and management; transfer agent services; banking; lending services, namely, money, [mortgage,] consumer and [commercial lending services; credit card services; automobile loan financing services;] investment trust services; real estate management services; and administration of investment accounts which fund underlying benefit contracts
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