U.S. federal trademark · Serial No. 86371736
Financial services, namely, financial planning, investment advice and consultation, and wealth management, including in the fields of stocks, bonds, mutual funds, money market funds, tax advantaged securities, options, commodities, and other securities and assets; Financial retirement services, namely, planning, advisory and consultation, and management services for IRA portfolios, 401(k) portfolios, Roth portfolios, self-directed retirement accounts, and other retirement assets; Financial account services, namely, management and administrative services for investment accounts, including separately managed accounts and unified managed accounts; Financial insurance services, namely, advisory and consulting services for whole life insurance, term life insurance, variable life insurance, disability insurance, long-term care insurance, group insurance benefits and other life insurance; Financial research and information services related thereto; Commodity investment advice and trading, namely, financial services and advice relating to commodities and trading and investment associated therewith; Securities, commercial and consumer lending services, namely, margin and collateralized lending services; Estate planning services; Investment management services, namely, financial services relating to investment of pension and retirement funds for others and financial administration of employee pension and retirement plans
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.