U.S. federal trademark · Serial No. 75575988 · Reg. No. 2446821
FINANCIAL SERVICES, NAMELY, PROVIDING ON-LINE INTERACTIVE INFORMATION IN THE FIELDS OF ANNUITY SERVICES AND RETIREMENT ACCOUNT SERVICES; INVESTMENT MANAGEMENT SERVICES; MUTUAL FUND SERVICES, NAMELY, BROKERAGE, DISTRIBUTION, INVESTMENT AND PROVIDING SHAREHOLDER SERVICES, INVESTMENT ADVICE AND CUSTODIAL SERVICES TO A COMMINGLED POOL OF INVESTOR MONEY; INSURANCE SERVICES, NAMELY, LIFE, INSURANCE AGENCY AND BROKERAGE SERVICES; UNDERWRITING SECURITIES AND OTHER FINANCIAL PRODUCTS DEALING IN SECURITIES AND OTHER FINANCIAL PRODUCTS AS A DEALER, MARKET MAKER, SPECIALIST OR IN ANOTHER PRINCIPAL CAPACITY; CUSTODIAL SERVICES FOR SECURITIES AND OTHER FINANCIAL PRODUCTS; PROVIDING SHAREHOLDER SERVICES, NAMELY, ACCOUNT RECORDKEEPING, TRANSFER AGENT, REGISTRAR AND PAYING AGENT SERVICES; INVESTMENT ADVICE, NAMELY, RECOMMENDING OR DIRECTING THE PURCHASE AND DISPOSITION OF SECURITIES AND OTHER FINANCIAL PRODUCTS TO INDIVIDUAL ACCOUNTS AND TO A COMMINGLED POOL OF INVESTORS MONEY, NAMELY, MUTUAL FUNDS, UNIT INVESTMENT TRUSTS AND OTHER INVESTMENT COMPANIES, FINANCIAL PLANNING SERVICES; ASSET ALLOCATION SERVICES; FULL SERVICE AND DISCOUNT BROKERAGE OF SECURITIES AND OTHER FINANCIAL PRODUCTS ALL PROVIDED THROUGH GLOBAL COMPUTER NETWORKS CONNECTED BY COMPUTER PROTOCOLS
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