U.S. federal trademark · Serial No. 79420829 · Reg. No. 8035894
Financial services, namely, creating personalized strategies for achieving financial independence, investment fund transfer and transaction services, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial advice; Financial consultancy relating to real estate investment; Monetary transactions, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, or cash; Capital investment in real estate; Banking services; Financial management of real estate assets; Investment services and advice with respect to capital investment, namely, asset acquisition, consultation, development and management services; Stock brokerage; Financial services provided on the Internet, namely, providing for the exchange of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Fund management for private and commercial clients; Fund management; Investment, real estate and financial asset management; Financial asset management; Real estate services, namely, rental, brokerage, leasing and management of commercial property, offices and office space; Real estate brokerage; real estate brokerage, real estate appraisal, real estate management; Real estate investment services; Financial and investment market risk analysis, assessment and projection; Real estate investment management; Providing financial advice with respect to real estate investments; Consultant services with respect to real property, namely, evaluation of real property and financial appraisal and valuation of real property
Financial education and training in the fields of real estate and financial transactions, real estate trust management, providing financial investment advice, alternative investment management, creating private funds, brokering insurance, finance, and providing banking and stock market services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.