U.S. federal trademark · Serial No. 88100726 · Reg. No. 5721657
Broker-dealer financial services in the field of securities; Brokerage services in the field of securities and commodities investing; Estate planning; Financial analysis and consultation; Financial planning for retirement; Financial portfolio management; Financial services, namely, wealth management services; Insurance brokerage; Investment brokerage; 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; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Stock brokerage services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.