U.S. federal trademark · Serial No. 78668646 · Reg. No. 3336315
Financial services, namely, advice relating to investments, asset management, cash management; financial planning consultation, financial portfolio management, financial research and financial risk management; providing on-line financial calculators;consumer lending services; assisting others with the completion of financial transactions for stocks, bonds, 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
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