U.S. federal trademark · Serial No. 77278673
(Based on Intent to Use) Establishing mutual funds for others; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Mutual fund brokerage; Mutual fund distribution; Mutual fund investment; Providing a web site where users can post ratings, reviews and recommendations on stocks, bonds, mutual funds and other financial instruments
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.