U.S. federal trademark · Serial No. 97288822 · Reg. No. 440
Financial asset and financial portfolio management services; financial management of investment portfolios, joint ventures and single assets; operating services for the investment funds of others; investment fund distribution and administration 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; AGENCY SERVICES FOR THE BROKERAGE OF SECURITIES, FOR TRADING IN SECURITIES MARKETS AND FOR TRANSACTIONS ON COMMISSION IN MARKET SECURITIES; SECURITIES BROKERAGE SERVICES; financial investment brokerage services in the field of securities; management of portfolios comprising securities; financial asset management services; financial management and brokerage services in the field of the investment of funds of others; financial investment consultation and advisory services; financial and investment advisory services; financial, estate trust and investment planning and management services; financial risk assessment services; providing stock market investment information and research in the field of financial planning and financial investments; financial trust administration, management and planning services; financial analysis and research services; management services for estate financial assets
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.