U.S. federal trademark · Serial No. 78738303 · Reg. No. 3386460
Financial services, namely, advice relating to investments, asset management, cash management; financial analysis [and consultation, financial planning consultation,] financial portfolio management, financial research and financial risk management; providing on-line financial calculators; providing stock/[securities] market information;[ brokerage in the field of stocks, mutual funds and other securities;] mutual fund investment and mutual fund distribution; [consumer lending services; issuance] and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; investment fund transfer and transaction services; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; a total portfolio offering for clients consisting of both separate accounts and mutual funds for equity and fixed income investments;[ financial trust operations; trust services, namely, investment and trust company services; insurance services, namely, underwriting, and writing property and casualty insurance; investment management of and distribution of annuities]; investment services, namely, asset acquisition, consultation, [development ]and management services[; insurance brokerage]
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.