U.S. federal trademark · Serial No. 77520482 · Reg. No. 3690359
Financial administration of retirement plans; Financial advisory and consultancy services; 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 information and advisory services; Financial information processing; Financial information provided by electronic means; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio management; Financial risk management consultation; Individual retirement account services; Investment management; Management of private equity funds; Mutual fund distribution; Mutual fund investment; Providing a web site that assists financial professionals in the management of retirement accounts; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.