U.S. federal trademark · Serial No. 88526284 · Reg. No. 1096193
financial and investment services, namely, investment management, portfolio management, wealth management, asset management, mutual fund brokerage and management, exchange-traded fund brokerage and management, pooled fund brokerage and management, segregated account brokerage and management, discretionary investment management, private client investment management, investment advice, institutional investment management, mutual fund brokerage; financial planning for retirement, namely, retirement investment planning and advisory services; providing information and research in the field of finance and financial investments; financial planning; investment advice and financial investment analysis; investment of funds for others; fund investment consultation; financial advice and consultancy services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.