U.S. federal trademark · Serial No. 85116863 · Reg. No. 4046616
Wealth advisory services, namely, financial planning, wealth preservation and wealth management services; financial services, namely, advice related to investments, financial asset management, cash management; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; providing stock market and securities market information; brokerage in the field of stocks, mutual funds and other securities; mutual fund investment and mutual fund distribution; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; investment services, namely, asset acquisition, consultation, development and management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.