U.S. federal trademark · Serial No. 78633155 · Reg. No. 3262503
[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 on-line financial calculators; providing stock/securities market information; [mutual fund investment and mutual fund distribution; issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates;] investment fund transfer and transaction services; assisting others with the completion of financial transactions for stocks, bonds, securities and equities[; financial trust operations; trust services, namely, investment and trust company services; insurance services, namely, underwriting, and writing ][property and casualty insurance;] investment management of and distribution of annuities; [investment services, namely, asset acquisition, consultation, development and management services; ]insurance brokerage
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