U.S. federal trademark · Serial No. 85225834 · Reg. No. TMA620419
Educational services, namely, conducting conferences and seminars in the fields of economics, investment planning, investment strategies, and financial planning strategies
Financial and investment services, namely, investment management in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; mutual fund distribution; financial portfolio management; management of portfolios comprising investments; Financial services, namely, securities agency in the fields of bonds and negotiable instruments; securities, commodity and investment advisory services; underwriting services, namely, underwriting of securities; securities, bond, debenture and stock trading services; transfer agency services rendered to issuers and purchasers of investment securities; investment advice and analysis; investment management and consultation services; financial planning services; financial planning and investment strategies; financial and retirement investment planning and advisory services; financial sponsorship of cultural events for others
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.