U.S. federal trademark · Serial No. 86186260 · Reg. No. 5281529
Investment advisory services; Investment brokerage services; Securities brokerage advisory services; Securities brokerage services; Securities brokerage services, namely, buying and selling securities for others; Financial asset management and research; and Providing centralized operational support to the financial services businesses of independent investment advisors and securities brokers, namely, administration of securities brokerage accounts
Providing operational business assistance to financial services business; Business development services, namely, providing start-up and consulting support in the area of business development for the financial services businesses of others; Business development services for the financial services businesses of others, namely, providing marketing support for independent investment advisors and securities brokers by creating and designing web-based and paper-based promotional materials for dissemination by independent investment advisors and securities brokers to their clients and supplying paper-based marketing materials for dissemination by independent investment advisors and securities brokers to their clients; Providing centralized operational business support to the financial services businesses of independent investment advisors and securities brokers, namely, preparation of periodic asset-holdings statements in the nature of financial statements and preparation and dissemination of financial market reports
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.