U.S. federal trademark · Serial No. 97024603 · Reg. No. 6946176
Financial advisory, planning and management services related to ESG (Environmental, Social and Governance) funds and investments; Mutual fund and exchange traded fund (ETF) investment, brokerage, management, and distribution services; Mutual fund and exchange traded fund (ETF) administration services and investment advice and consultation services; financial services, namely, investment management, financial management, financial analysis, consultation, management and planning services; financial planning; securities brokerage services; money management; retirement plan administration services; financial administration and investment management services; providing financial news and information, information about retirement planning, investment account information, research in the fields of investment and finance, and information about mutual fund and exchange traded fund (ETF) performance; providing financial information by electronic means; providing personalized investment information, investment account management and securities brokerage services, all by means of wireless communication devices and by means of the Internet; dissemination of financial information relating to the transition from work to retirement or from one job to another; providing online information about securities prices; financial advisory services; research in the field of investments and finance; excluding venture capital services from all of the foregoing services
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