U.S. federal trademark · Serial No. 97347288 · Reg. No. 7347899
Financial services, namely, wealth management services; providing financial services, namely, information, analysis, and planning relating to investments, asset management, cash management, investment advising and management; financial advisory and consultancy services, namely, providing market information and administering transactions relating to stocks, bonds, mutual funds, and other securities; financial and investment services, namely, providing 401(k), profit sharing, SIMPLE IRAs, SEP-IRAs, and defined benefit plans, and private investment advising and information relating to alternative strategies; funds investment; mutual funds investment; stock exchange quotations; financial services, namely, brokerage services in the field of securities, stocks, bonds, and mutual funds; financial portfolio analysis services; management, namely, investment and deposit portfolio account management; financial consultation services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.