U.S. federal trademark · Serial No. 97729440 · Reg. No. 7384368
Investment advisory and supervisory services; mutual fund investment services; creation and management of mutual funds; Investment management; investment risk assessment services; Investment services, namely, asset acquisition, consultation, development and management services; Investment transactions and processing in the nature of investment fund transfer and transaction services; Financial and investment research, news, and information services in the nature of providing information and research in the field of finance and financial investments; Providing financial information via an interactive website and online computer database in the fields of investing of funds, finance, saving, financial planning, financial retirement planning, financial portfolio management, financial decision-making, and financial risk management
Financial records management; Providing business information and news in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, financial portfolio management, retirement plans, pension plans, and employee compensation plans
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.