U.S. federal trademark · Serial No. 85003679
Financial advice and consultancy services ; Financial advisory and consultancy services ; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others ; Financial consulting services, namely, expert analysis in finance ; Financial counseling services, namely, helping others build a better working relationship with their money ; Financial information and advisory services ; Financial planning and investment advisory services ; Financial portfolio analysis services ; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities ; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs ; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products ; Insurance and financial information and consultancy services ; Strategic financial advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.