U.S. federal trademark · Serial No. 85407598
Financial management, namely, private wealth management services; financial asset management; investment brokerage services; financial portfolio management; capital investment fund management services; financial broker and dealer services, namely, stock brokerage and bond brokerage; financial management, namely, institutional wealth management; mutual fund distribution; funds investment services, including funds investment in private label funds, mutual funds, hedge funds and private equity funds; financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; capital investment consultation services; collective capital investment services; financial planning and investment advisory services; financial consultancy; financial analysis and research services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.