U.S. federal trademark · Serial No. 99837842
Investment advisory services; 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 planning and investment advisory services; On-line financial planning services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Investment fund management services; Fund investment consultation
Information, advisory and consultancy services relating to business and management or business administration, including such services provided on line or via the internet; Holding company services performed for third parties, namely, business administration
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.