U.S. federal trademark · Serial No. 99776087
Investment management; Investment consultation; Investment advisory services; Financial investment brokerage services; Financial planning; Providing information in the field of financial stock and equity markets; 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 asset management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.