U.S. federal trademark · Serial No. 50125197
Financial wealth management services; financial services, namely, wealth management services; providing information in the field of wealth management; 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 investment analysis and stock research; financial planning and investment advisory services; monitoring financial markets for investment purposes; providing information regarding financial investment strategies; 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 advisory and consultancy services, namely, funds evaluation and performance monitoring; providing financial information in the field of investment opportunities; financial services, namely, financial investment in assets traded on stock exchanges; financial investment management services; financial services in the nature of management of pooled investment vehicles; providing on-line information in the fields of investing, financial planning, investment strategies, and commodities.
Educational services, namely, conducting programs in the field of financial investment management through in-person, online, and video classes and workshops; Educational services, namely, conducting seminars in the field of financial services and investment management; Educational services, namely, providing on-line videos and resources featuring educational content in the fields of investment research, market insights, income strategies and international markets
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.