U.S. federal trademark · Serial No. 97336023
Financial portfolio analysis services; Financial portfolio management; Financial management in the field of financial services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Management of portfolios of transferable securities; Management of portfolios comprising securities; Management of securities portfolios
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.