U.S. federal trademark · Serial No. 97717826 · Reg. No. 7524518
Investment services, namely, asset acquisition, consultation, development and management services; Financial investment portfolio management services; Capital markets services in the nature of investment management services and financial consulting services; financial planning in the field of tax registered plans; financial advice; mutual fund brokerage; mutual fund investment; mutual fund distribution; securities brokerage services; financial services related to the management of pooled funds and pension funds; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial management of employee pension plans; Financial research in the field of fixed income; capital investment; financial investment analysis and stock research; Investment of funds; investment and portfolio management services; investment counselling and investment advisory services; Insurance services, namely, insurance brokerage services, and insurance carrier services; Issuance of life and health insurance; insurance agencies; Issuance and administration of annuities
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.