U.S. federal trademark · Serial No. 88006773 · Reg. No. 5765459
Brokerage in the field of stocks, mutual funds, and other securities; Financial analysis and consultation; Financial planning consultation; Financial portfolio management; Financial research; Financial risk management; Financial trust operations; Financial advisory and consultancy services, namely, advice relating to investments, asset management, cash management; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Insurance brokerage; Investment management; Investment management of and distribution of annuities; Investment services, namely, asset acquisition, consultation, development and management services; Providing stock/securities market information; Trust services, namely, investment and trust company services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, wealth management services; Financial planning and investment advisory services; 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; Insurance services, namely, underwriting life, health, and disability insurance
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.