U.S. federal trademark · Serial No. 99183315 · Reg. No. 8141608
financial services, namely, advice relating to investments, asset management, cash management; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; providing online financial calculators; providing stock/securities market information; brokerage in the field of stocks, mutual funds and other securities; mutual fund investment and mutual fund distribution; consumer lending 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, investment fund transfer and transaction services; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; financial services, namely, a total portfolio offering for clients consisting of both separate accounts and mutual funds for equity and fixed income investments; financial trust operations; trust services, namely, investment and trust company services; investment management of and distribution of annuities; investment services, namely, asset acquisition, consultation, development and management services; insurance brokerage; insurance services, namely, underwriting life insurance.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.