U.S. federal trademark · Serial No. 88705435 · Reg. No. 6373850
Brokerage in the field of stocks, mutual funds and other securities; financial analysis and consultation; financial analysis and research services; financial planning consultation; financial risk management consultation; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; insurance brokerage services; mutual fund distribution; mutual fund investment; providing stock/securities market information; financial services, namely, investment fund transfer and transaction services; 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; investment management of and distribution of annuities; investment services, namely, asset acquisition, consultation, development and management services; providing on-line financial calculators
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.