U.S. federal trademark · Serial No. 86220185 · Reg. No. 4631635
Advice relating to investments; Financial and investment services, namely, management [ and brokerage ] in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including [ private and ] public equity and debt investment services; Investment advisory services; Investment consultation; Investment management; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
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