U.S. federal trademark · Serial No. 99383165
Investment fund management services; Providing information and research in the field of finance and financial investments; Financial advisory and consultancy services, namely, structuring, sale, distribution, management, and administration of investments, including exchange-traded funds; Fund investment consultation; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Funds investment; Financial investment services in the field of pooled investment funds, including exchange-traded funds; financial products services, namely brokerage, sales, advisory, distribution, administration, management, accounting, custodial, and trustee services for exchange-traded funds; exchange-traded funds brokerage; exchange-traded funds investment; investment planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.