U.S. federal trademark · Serial No. 77186925 · Reg. No. 3514813
Advice relating to investments; Financial services in the nature of an investment security; 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; Fund investment consultation; Funds investment; Investment advice; Investment advisory services; Investment brokerage; Investment consultation; Investment management; Investment management of and distribution of variable annuities; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Mutual fund investment; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial research; Financial risk management; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, mortgage planning; Estate planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.