U.S. federal trademark · Serial No. 78838988 · Reg. No. 034
Mutual fund and investment portfolio trustee services; establishing, managing, and offering investment funds, mutual funds, and securities-based investment products through brokers, dealers and financial advisors; and investment counseling, financial planning and portfolio management services
Advertising and promotions services, namely, promoting investment funds, mutual funds and securities-based investment products to others, namely, brokers, dealers and financial advisors
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.