U.S. federal trademark · Serial No. 77319267 · Reg. No. 3549080
Financial planning and investment advisory services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, annuities, mutual funds, hedge funds, private equity, real estate, futures and other securities, and the investment of funds of others; Equity capital investment; Financial investment services, namely, investment fund transfer and transaction services, asset acquisition; Financial services, namely, a total portfolio offering for high net worth clients; Trust services, namely, investment and trust company services; estate trust management; estate settlement services; financial trust operations; Maintaining escrow accounts for investments; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; financial planning for retirement; financial administration of retirement plans
Providing financial indices to enable consumers to evaluate investments and market trends in financial markets
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.