U.S. federal trademark · Serial No. 86387139 · Reg. No. 4775749
Financial services, namely, investment advice, investment management, investment consultation, investment counsel, and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, the trading of financial instruments, securities, shares; Financial services, namely, wealth management services and asset management services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; management of investment of funds for others; investment management services and investment management consulting; Providing financial services, namely, providing portfolio design, risk management; Providing financial services, namely, retirement income planning, estate planning, charitable planning, tax planning; Financial services, namely, 401(k) allocation consulting
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.