U.S. federal trademark · Serial No. 75729033
Investment advisory services; financial management services; investment management services; financial portfolio management; financial research; mutual fund investment services; mutual fund distribution; investment consultation; fund investment consultation and transfer agency services rendered to issuers of investment securities
Telemarketing services; preparing business reports about call center activities; management of telephone call centers for others; accounting services rendered to shareholders and to financial service providers; shareholder record keeping services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.