U.S. federal trademark · Serial No. 98912173 · Reg. No. 7932989
Broker-dealer financial services in the field of investment management including stocks, bonds, mutual funds, ETFs, alternative ETFs, private equity and debt, structured finance products; Providing expert retirement solutions and support, namely, providing information and advice in the fields of finance, financial investments, and the financial aspects of retirement, investment management; financial retirement plan consulting services relating to fiduciary responsibilities, retirement plan design for compliance and ongoing management, assist with provider selection and management, fiduciary support, participant education, investment committee meetings; All of the aforementioned tailored for assisting and supporting the businesses of financial advisors, wealth managers and insurance professionals
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.