U.S. federal trademark · Serial No. 85572299 · Reg. No. 4241414
investment management; mutual funds brokerage; banking services featuring provision of brokered and structured certificates of deposit; individual retirement account services; brokerage services for stocks and bonds; financial services, namely, providing an investment option available for variable annuity and variable life insurance products; financial portfolio management; securities brokerage services; [ investment advisory services; ] financial planning [ and investment advisory ] services; [ financial advisory and consultancy services; ] financial planning for retirement; electronic financial trading services; online trading of financial instruments, shares, options and other derivative products; insurance services, namely, insurance agencies in the field of life insurance, long-term care insurance, disability insurance; financial advice, namely, college tuition planning; fund investment services in the nature of providing individual retirement accounts, internal revenue code section 529 education savings plans, Coverdell education savings accounts, Uniform Gifts to Minors Act (UGMA) accounts, Uniform Transfers to Minors Act (UTMA) accounts
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.