U.S. federal trademark · Serial No. 79245440
Stock broking services; provision of information relating to stock broking; stockbrokerage services; services of a stockbroker; investment management; financial services, namely, wealth management services; financial services relating to investment and wealth management, namely, investment management, investment consultation, investment of funds, investment banking services, wealth management services, financial trust planning, estate planning, fiscal valuations; financial services relating to investment and wealth management, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; financial services relating to investment and wealth management, namely, financial planning for retirement and financial management in the field of pension plans; financial portfolio management; financial asset management; financial management in the field of investment portfolios, namely, administration, development and monitoring of investment portfolios; financial affairs, namely, financial information, consultancy, management and analysis services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.