U.S. federal trademark · Serial No. 85025536
brokerage services in the field of securities and investments; Financial planning services; Investment advisory services; Financial services, namely, administration of transactions involving securities, stocks, funds, equities, EFT Exchange Traded Funds, bonds, cash, or other types of financial investments; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial portfolio analysis services; Investment management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.