U.S. federal trademark · Serial No. 76116373
Business management services for financial advisors and financial institutions; back office support services for financial advisors, namely, trade processing services, accounting services, client portfolio management services, client account information management, commission tracking and management; marketing support services, namely, assistance with the creation of marketing brochures, manuals and presentations
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.