Gene G. Stern

I.R.I.S.

The mark consists of a purple iris flower with white and yellow accents; yellow, white and black outline; and a semi-circle beneath the iris containing I.R.I.S. within the semi-circle below the flower.;Books and pamphlets in the field of financial classification of companies and securities; Newsletters, brochures, and magazines in the fields of securities, options, bonds and other financial instruments; Printed matter, namely, newspapers, photographs, magazines, books, printed periodicals, newsletters, and brochures all in the fields of securities, options and other financial instruments;IRIS;Consulting services in the field of retirement plan administration and fiduciary compliance; Credit and financial consultation; Financial administration of retirement plans; Financial consulting; Financial consulting in the field of real estate note brokerage; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial consulting services, namely, advising others regarding intellectual property investments; Financial consulting services, namely, expert analysis in finance; Financial counseling services, namely, helping others build a better working relationship with their money; Financial information and advisory services; Financial information and evaluations; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial research; Financial research and equity research brokerage services; Financial research and information services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Individual retirement account services; On-line financial planning services; Providing a web site featuring personal financial information and financial advice; Providing a web site that assists financial professionals in the management of retirement accounts; Providing financial information; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments;The color(s) purple, white, gold, yellow and black is/are claimed as a feature of the mark.;Promotion of financial and insurance services, on behalf of third parties;PURPLE IRISES;