U.S. federal trademark · Serial No. 78036200
providing interactive financial planning and investment services via a global computer network; namely, mutual fund brokerage, distribution and investment services, financial and retirement planning services; investment advisory and trust services; defined contribution plan administration services; annuities underwriting services; access by electronic communication networks to portfolio management services and tools and account information, providing access by electronic communication networks to decision making tools and investment research tools; providing access by electronic communication networks to news, information, research, databases, and analysis in the fields of investing, finance, financial planning, business, current events, government, and economics; providing financial educational materials; distributing compliance, fund, investment, and account information materials via a global computer information network
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