U.S. federal trademark · Serial No. 86326181 · Reg. No. 4796559
Advice relating to investments; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; financial information provided by electronic means in the field of financial planning; financial investment brokerage services; financial investment in the field of financial planning; financial planning and investment advisory services; 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; financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; financial services, namely, providing an investment option available for variable annuity and variable life insurance products; fund investment consultation; investment advice; investment advisory services; investment consultation; investment management; investment management of and distribution of annuities; 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; mutual funds and capital investment; 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 information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; providing information, commentary and advice in the field of finance, financial investments and financial valuations; trust services, namely, investment and trust company services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.