U.S. federal trademark · Serial No. 85067811 · Reg. No. 3964952
Financial advisory services for preparing and carrying out financial transactions related to investments, stocks, bonds, and other securities; Financial planning and investment advisory services; Financial portfolio management; Investment management; Investment consultation; Investment of funds for others; Financial investment brokerage; Financial advisory and consultancy services; Strategic financial advisory services; Financial analysis and research services; Financial asset management; Financial information and evaluations; financial and investment advisory services related to swaps; Financial services, namely, assisting others with financial transactions for investments, stocks, bonds, and other securities; Financial services, namely, investment fund transfer and transaction services
Preparation of reports relating to finance and investments, namely, preparation of investment analysis, evaluations, structures and policies; preparing and providing financial and investment reports; Business advice and information; Business consultation services
Education services, namely, providing classes, seminars, and workshops in the field of income management, financial planning, investment management, portfolio management, and asset management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.