U.S. federal trademark · Serial No. 97868816 · Reg. No. 7465564
Financial advisory and consultancy services, namely, financial planning, investment advice, investment management, investment consultation, in the field of trust services, namely, united investment trust (UIT) services, financial asset management, and investment of funds for others in the fields of securities being money market, equities and fixed income, stocks, bonds, mutual funds, options on the options exchange market, public securities, commodities trading for others, futures, real estate investment trusts (REIT), initial public offerings, margin accounts, corporate finance, namely, equities and fixed income securities, investment banking, namely, investment of short and long term securities, employee-stock option plans management, retirement accounts management, daily sweep accounts, namely, money market accounts, insured certificates of deposit (CD), namely, short term securities being insured certificates of deposit (CD), money market accounts, high-yield savings accounts, government bonds, and Treasury bills, and long term securities being stocks, bonds, real estate, mutual funds, and exchange-traded funds (ETFs), life insurance investing, disability insurance investing, long term care investing, education investment plans; online offering of financial services, namely, investment banking
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.