U.S. federal trademark · Serial No. 77345966 · Reg. No. 3487837
Banking; Estate trust management; Financial trust operations; Trust management accounts; Trust services, namely, investment and trust company services; Financial analysis and consultation; Financial planning; Financial administration of retirement plans; Financial advice and consultancy services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial loan consultation; Financial management; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial services in the nature of an investment security; Financial services, namely, providing on-line stored value accounts in an electronic environment; Financial services, namely, money lending; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, savings programs for youths; Financing of purchases; Financing relating to automobiles
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.