U.S. federal trademark · Serial No. 88578038
Management of portfolios comprising securities; Investment portfolio services, namely, financial planning and investment advisory services, financial portfolio management, financial investment counselling in the nature of helping others define their financial goals and implement their financial plans, financial investment analysis and stock research, financial investments in the field of mutual funds, financial investments in the field of securities; Operation of a website in the field of financial management and financial planning, namely, providing a website featuring financial planning advice, investment management advice and monitoring financial markets for investment purposes
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.