U.S. federal trademark · Serial No. 87756806 · Reg. No. 5707262
Brokerage in the field of stocks, mutual funds and other securities; Consumer lending services; Financial administration of retirement accounts, management services, IRA rollover and 401(k) rollover and enrollment; Financial analysis and consultation; Financial planning consultation; Financial research and information services; Financial risk management; Financial trust operations; Financial advisory and consultancy services, namely, IRA rollover and 401(k) rollover and enrollment; Financial advisory and consultancy services, namely, advice relating to investments, asset management and cash management; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Investment management of and distribution of annuities; Investment of funds for others; Mutual fund distribution; Mutual fund investment; Providing on-line financial calculators; Providing stock/securities market information; Trust services, namely, investment and trust company services; Financial portfolio management; Financial services, namely, wealth management services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial services, namely, investment fund transfer and transaction services; 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
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.