U.S. federal trademark · Serial No. 85526902 · Reg. No. 4213295
Advice relating to investments; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, financial, tax, investment and insurance planning; Financial analysis and research services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial information and advisory services; Financial investment analysis and stock research; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, wealth management services; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial valuations; Fund investment consultation; Investment advice; Investment advisory services; Investment consultancy; Investment management; Investment of funds for others
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.