U.S. federal trademark · Serial No. 97315063 · Reg. No. 7136023
Mutual funds and institutional investment advisory services, namely, making determinations as to the purchase and sale of portfolio securities in the fields of stocks, bonds, options, commodities, futures, and other securities, and the investment of funds of others; Financial administration of mutual funds and shareholder services in the nature of providing financial markets and investments commentary, and investment management and advice in the fields of dividend reinvestment and automatic investment; Financial, brokerage, and investment services for electric cooperatives, retirement plans, and individuals, namely, financial planning services, financial consulting relating to asset allocation, and financial consulting relating to deferred compensation
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