U.S. federal trademark · Serial No. 77183042
Business consultation
Financial services in the nature of an investment security; Financial services, namely assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely providing information in the fields of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; 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, investment fund transfer and transaction services; Financial services, namely, savings programs for youths; Estate planning; Financial consultation; Financial management; Financial planning; Insurance agencies; Investment advice; Stock brokerage
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.