U.S. federal trademark · Serial No. 76214475 · Reg. No. 2627619
BROKER DEALER AND INSURANCE SERVICES, NAMELY, OFFERING ANNUITIES AND LIFE INSURANCE; [ MUTUAL FUND BROKERAGE; STOCK BROKERAGE OF STOCKS LISTED ON A STOCK EXCHANGE AND OVER-THE- COUNTER STOCKS; SECURITIES BROKERAGE FOR BONDS, FIXED INCOME MUTUAL FUNDS AND U.S. TREASURY SECURITIES; ] INVESTMENT ADVISORY SERVICES; INVESTMENT SERVICES IN THE FIELD OF SELF-DIRECTED INDIVIDUAL RETIREMENT ACCOUNTS;[ FINANCIAL SERVICES, NAMELY, AUTOMATED SWEEP-ACCOUNT SERVICES ENABLING CUSTOMERS TO PERIODICALLY TRANSFER DEPOSIT ACCOUNT FUNDS TO AN INVESTMENT ACCOUNT; FINANCIAL SERVICES IN THE FIELD OF MONEY MARKETS; INVESTMENT MANAGEMENT SERVICES IN CONNECTION WITH INDIVIDUAL MANAGED ACCOUNTS; DETAILED FINANCIAL PLANNING; FINANCIAL RESEARCH SERVICES; PROVIDING INFORMATION REGARDING FINANCIAL INSTITUTION REGULATORY COMPLIANCE; ] AND PROVIDING CUSTOMIZED INVESTMENT PORTFOLIOS IN THE FORM OF WRAP ACCOUNTS AND PROFESSIONALLY MANAGED ACCOUNTS
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.