U.S. federal trademark · Serial No. 85234060 · Reg. No. 3995440
Commodity investment advice; Consultancy of capital investment; Financial consulting services, namely, expert analysis in finance; Financial counseling services, namely, helping others build a better working relationship with their money; Financial investment in the field of securities both domestic and international, mutual funds, limited partnerships related to investment assets, hedge funds, venture capital funds, private equity funds, energy funds, natural resources funds, commodities funds, real estate funds and funds-of-funds relating to all of the foregoing; Financial planning and investment advisory services; Financial risk management consultation; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, wealth management services; Fund investment consultation; Information, advisory, consultancy and research services relating to finance and investments; Investment advice; Investment advisory services; Investment consultancy; Investment services, namely, asset acquisition, consultation, development and management services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information in the field of personal finance
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.