U.S. federal trademark · Serial No. 97315296
Financial planning and investment advisory services; Financial investment analysis and stock research; Financial investment brokerage services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others; Financial management in the field of investment portfolios; Financial portfolio management; Financial portfolio analysis services; Management of securities portfolios
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.