U.S. federal trademark · Serial No. 98202893
Employer retirement account services, namely, regulatory compliance consulting in the field of retirement plan administration; regulatory compliance consulting in the field of retirement plan administration
Financial consultancy services; financial management of retirement plans; financial administration of retirement plans; individual retirement account services; investment management services; funds investment; investment advisory services; real estate investment consulting services; financial management in the field of investment portfolio monitoring services; financial management in the field of investment portfolio performance analysis services; securities, commodities and real estate investment research services; transfer agency services rendered to issuers of investment securities; Financial investment brokerage services; currency exchange services; currency transfer services; trust management accounts and investment management services; commodities investment management services; securities underwriting services; securities brokerage services; mutual fund administration services; investment banking services; providing financial information by electronic means; providing and updating information relating to benchmark portfolios of securities and related metrics; financial services in the nature of an investment security, and providing on-line financial calculators
Quality management services, namely, quality evaluation in the field of investment portfolio managers
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.