U.S. federal trademark · Serial No. 77378241 · Reg. No. 3571537
Educational services, namely, conducting seminars, classes, conferences, and workshops in the fields of financial investments, finance, financial planning, portfolio management, retirement planning, money management, investment strategy, estate planning
Financial services, namely, commodity brokerage, estate trust management and investment brokerage services, namely, creation and distribution of Municipal Bonds, Corporate Bonds, Mortgage-Backed Securities, Unit Investment Trusts, Bond Swaps, Mutual Funds, Research, Stocks, Options, IRAs, Pension and Profit Sharing Plans ; providing information in the fields of investment and finance; investment management and consultation services; Financial information provided by electronic means; Providing information by phone and by online means in the field of investment account information and financial research; Providing an online computer database in the fields of investing, finance, financial planning, financial news, financial information, and analysis in the fields of investing, finance, and financial planning
Printed materials and marketing materials, namely, newsletters, news bulletins, magazines, books, reports, educational brochures and data sheets in the field of finance
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.