U.S. federal trademark · Serial No. 86732627 · Reg. No. 4927415
Business equity research; [ Capital investment; ] Financial asset management; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; [ Financial information; Financial portfolio analysis services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; ] [ Financing services; ] [ Fund investment consultation; ] Investment management; [ Investment services, namely, asset acquisition, consultation, development and management services; ] [ On-line financial planning services; Providing a web site featuring personal financial information and financial advice; ] [ Providing information and research in the field of finance and financial investments ]
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.