U.S. federal trademark · Serial No. 85173510 · Reg. No. 4096979
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 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 services, namely, investment fund transfer and transaction services; Fund investment consultation; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Funds investment; Investment of funds for others; Mutual fund brokerage; Mutual fund distribution; Mutual fund investment; Mutual funds and capital investment
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.