U.S. federal trademark · Serial No. 86732878 · Reg. No. 5769965
financial services, namely, providing investment advice, investment management, investment consultation and investment of funds for others; the trading of financial instruments, securities, shares, mutual funds, ETFs, options and other derivative products; online securities brokerage services; mutual fund investment services; investment brokerage services; financial investment research services; financial analysis and consultation for others, namely, financial professionals and their client investors; financial planning services; providing investment and portfolio status information by electronic means; and financial administration of retirement plans
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.