U.S. federal trademark · Serial No. 87329230 · Reg. No. 5295453
Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; 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 services, namely, wealth management services; Financial advisory and consultancy services; Financial information and advisory services; Financial planning and investment advisory services; On-line financial planning services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Strategic financial advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.