U.S. federal trademark · Serial No. 97493015 · Reg. No. 7149102
Financial services in the nature of investment management, namely, coordination, within a single account, of an investment portfolio; annuity services, namely account and investment administration, distribution of annuities, and investment management; financial portfolio and investment management; investment advisory services; investment consultation; financial asset management; investment account maintenance being services of maintaining escrow accounts for investments, securities trading and investing services of others, investment accounts rebalancing being purchasing and selling investments in accordance with financial advice relating to investments, and tax management of investment accounts being tax payment processing services and financial advice relating to tax
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