U.S. federal trademark · Serial No. 75515417 · Reg. No. 2884500
[ ; ] financial services,* namely; providing financial and investment services to the investing public, consisting of individual retail and individual corporate commercial customers, but not investment professionals,* namely, mutual fund distribution and transfer agent services; investment advisor services; investment brokerage, consultation and management; securities brokerage; financial portfolio management; financial planning; [ and casualty, life ] * INSURANCE SERVICES, NAMELY AGENCIES IN THE FIELDS OF CASUALTY AND LIFE *
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