U.S. federal trademark · Serial No. 75885251
financial advisory services, including the notification of status of financial accounts (mutual fund, portfolio) by electronic transmission; Investment services, investment advisory services, investment portfolio management services including the notification of status in relation to investment portfolios and/or investment accounts by electronic transmission; Investment education services including the provision of educational materials, conferences, seminars and support
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.