U.S. federal trademark · Serial No. 99077736
financial and investment counseling services; investment brokerage and broker-dealer financial services in the field of securities, namely, stocks, bonds, government securities, municipal securities, investment company and deposit products; financial advisory and investment banking services; financial administration, namely, providing transfer agency services rendered to issuers of investment securities; financial and investment advisory and consultancy services, for public entities, institutions, retail clients, and pooled investment vehicles.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.