U.S. federal trademark · Serial No. 85224545
Financial services, namely, advice relating to investments, asset management, cash management, financial planning consultation, financial portfolio management, financial research and financial risk management, mutual fund investment and mutual fund distribution, investment management of and distribution of annuities, portfolio offering for clients consisting of asset management, cash management, banking account services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.