U.S. federal trademark · Serial No. 77893867 · Reg. No. 3912214
[ Training in the field of finance and investments for financial advisors, registered investment advisers, investment adviser representatives and registered broker-dealer representatives who provide financial services to clients ]
Investment management and investment advisory services in the field of mutual funds and exchange traded funds, namely, investment management and investment advisory services for clients and for financial advisors, registered investment advisers, investment adviser representatives and registered broker-dealer representatives who provide financial services to clients, in the nature of financial analysis, advice on investment strategy, portfolio management and investment account performance monitoring, and providing investment account support and information services, namely, responding to inquiries regarding investment accounts; Operational support services in the field of mutual funds and exchange traded funds, namely, administrative processing of investment accounts, and administrative processing of orders to execute trades, for clients and for financial advisors, registered investment advisers, investment adviser representatives and registered broker-dealer representatives who provide financial services to others
Continuous marketing services for financial advisors, registered investment advisers, investment adviser representatives and registered broker-dealer representatives who provide financial services to clients
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.