U.S. federal trademark · Serial No. 88277697 · Reg. No. 5999916
Financial planning services, namely, asset management, cash management; financial analysis, financial planning and portfolio management, financial research and financial risk management; providing stock/securities market information; brokerage in the field of stocks, mutual funds and other securities; mutual fund investment and mutual fund distribution; financial services, namely, investment fund transfer and transaction services; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; financial trust operations; trust services, namely, investment and trust company services and not annuity underwriting services; investment services in the nature of asset acquisition, development and management services, not including mortgage and reverse mortgage services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.