U.S. federal trademark · Serial No. 99757069
Investment advice; Investment management; Investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial planning and investment advisory services; Financial investment analysis and stock research; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Advice relating to investments; Financial management relating to investments; Providing information and research in the field of finance and financial investments; Information, advisory, consultancy and financial research services relating to finance and investments; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.