U.S. federal trademark · Serial No. 87482076 · Reg. No. 5370040
Financial services, namely, providing investment advice, investment management, investment consultation and investment of funds for others; financial analysis and consultation for others, namely, financial professionals and their client investors and individual and institutional investors; financial planning services; providing investment and portfolio status information by electronic means; financial administration of retirement plans; financial investment research services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.