U.S. federal trademark · Serial No. 90363224
Financial investment brokerage services relating to investment funds, mutual funds, pooled funds, wrap account products, segregated funds, and securities-based investment products; financial management services relating to investment funds, mutual funds, pooled funds, wrap account products, segregated funds, and securities-based investment products; financial investment in the field of securities relating to investment funds, mutual funds, pooled funds, wrap account products, segregated funds, and securities-based investment products; financial investment services, namely, the distribution of investment funds, mutual funds, pooled funds, wrap account products, segregated funds, and securities-based investment products; financial investment counseling services, namely, investment counseling; financial planning; providing investment management services; providing investment management services related to customized investment portfolios to private clients including high net worth individuals, family trusts, and holding companies, none of the aforementioned being or related to real estate brokerage or real estate investment
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.