U.S. federal trademark · Serial No. 99756925
Investment advice; Funds investment; Investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial planning and investment advisory services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial management relating to investments; Information, advisory, consultancy and financial research services relating to finance and investments; Providing information and research in the field of finance and financial investments
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.