U.S. federal trademark · Serial No. 79033645 · Reg. No. 3520737
Financial services, namely, [ banking services, ] mutual fund [ and electronic funds transfer, ] Financial portfolio management in stocks, bonds, securities, monetary investment and equities, investment of funds for others, fund management services, [ mutual fund brokerage and ] mutual fund investment services, Creation, management and brokerage of mutual funds for third parties, services for the establishment of portfolios of securities for others and management of securities portfolios; [ Banking; Insurance brokerage services; Life insurance brokerage and consulting; Insurance consulting; Financial consulting; ] Funds investment; [ Monetary investment and consultation services, namely, ] capital investment services and consultation in the field of securities; [ Financial analysis; ] Financial portfolio management services; [ Financial transactions services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities, equities; Stock brokerage; Financial evaluations for insurance and banking purposes; ] Capital investment consultation; Investment services, namely, asset management services; [ Safe deposit box services; ] Financial management [ ; Savings and loan services; Actuarial services ]
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.