U.S. federal trademark · Serial No. 76070393 · Reg. No. 2784600
Providing investment advice via telephone and the Internet, namely, assisting others in managing fiduciary responsibility risk, in selecting and accessing independent third-party investment advisory information and services, in integrating those services with investment plans, and by answering general questions regarding investments
"Printed matter, namely, printed charts, printed forms, pamphlets, partially printed forms in the nature of checklists, printed instructional materials, and printed tables, in the field of providing investment advice, namely, for assisting others in managing fiduciary responsibility risk, in selecting and accessing independent third-party investment advisory information and services, and in integrating those services with investment plans
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.