U.S. federal trademark · Serial No. 90715710 · Reg. No. 6981511
Investment management and consultation services; wealth planning services; financial trust administration and management services; cash management services; account management services, namely, manage securities portfolios and individual investment management accounts on behalf of clients; financial account custody services, namely, safekeeping of assets, namely, securities, trade settlement services for securities, transfer of securities, cash sweep account services; and financial analysis and planning consultation
Preparing financial reports for others; financial reporting services, namely, providing financial reports related to account performance, cash flow, and balance sheets; providing account statements and year-end reports related to financial accounts
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.