U.S. federal trademark · Serial No. 75032614
financial and investment services, namely, the offering and sale of mutual funds to others; providing brokerage (trading) services with respect to individual stocks, bonds, options, and other individual securities; making available investment advisory and financial planning services to others; providing checkwriting and automatic bill paying services for others; providing and ATM/debit transaction card to others for making cash/securities redemption transactions; and making available residential mortgages, home equity loans, and credit cards
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.