U.S. federal trademark · Serial No. 88423341 · Reg. No. TMA1142273
Insurance services; reinsurance services; savings and retirement services, namely, financial administration of employee pension plans, business, stock option and pension valuation services, pension fund services, annuity services, and retirement fund financial management services; financial planning and financial management services; investment advisory and investment management services; wealth management services, and wealth creation services, namely, investment banking, financial investments in the field of securities, financial investments in the field of mutual funds, financial investments in the field of commodities, and financial placement of private equity funds for others, and private financial placement of securities and derivatives for others; trading in financial instruments, namely, commodity trading, currency trading, stock and bond trading, and mutual funds; private placement and capital market services; financial investment brokerage services for the selling of investment funds, mutual funds, pooled funds, hedge funds, wrap account products, segregated funds, and securities-based investment products by brokers, dealers and financial advisors; banking services; trust company services; credit and loan services; credit card services; real estate development, leasing of real estate, real estate management services, real estate investment services, mortgage services; providing websites, blogs, and social media sites providing information in the insurance and financial services fields
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.