U.S. federal trademark · Serial No. 88402785 · Reg. No. 5896774
Broker-dealer financial services in the field of stocks, bonds, options commodities, futures, mutual funds, equities, other securities, venture capital, development capital, private equity, investment funding, real estate, and insurance products; Financial advisory and consultancy services, namely, creating personalized strategies for achieving and preserving wealth; Financial asset management; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial management in the field of investment portfolios; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.