U.S. federal trademark · Serial No. 74719164 · Reg. No. 2117239
financial services, namely, mutual funds; advisory, distribution, underwriting and administration of mutual funds and limited partnership investment vehicles; financial and investment management, advisory, analysis, consultation, record keeping and information services; financial analysis; formation, offering and management of limited partnerships; securities brokerage; investment brokerage and management; transfer agent services; [ banking; ] investment trust services; [ real estate management services; and ] insurance services, namely, [ issuance and administration of life insurance and annuity contracts, reinsurance of life insurance and annuity contracts of other licensed insurers, and ] administration of investment accounts which fund the benefits underlying life insurance and annuity contracts
conducting workshops and seminars in the field of investments and financial services and distributing printed materials in association therewith
[ investment marketing services for others ]
[ newsletters, circulars and printed guides in the field of financial and investment services, binders, clip boards, magnetic boards and paper bags ]
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.