U.S. federal trademark · Serial No. 99153033
Financial planning and investment advisory services; Monitoring financial markets for investment purposes; Providing information regarding financial investment strategies; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial investment in the field of real estate and securities; Investment consulting services in the field of mutual funds; Financial account services for investment advisor representatives in the nature of financial analysis and advice on investment strategy; Investment consulting services in the field of determining portfolio allocations based on client profiles; Financial analysis in the nature of investment account performance monitoring; Preparation of customized financial reports generation pertaining to investment account performance; Providing information regarding financial investment strategies for investment advisor representatives; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Information, advisory, consultancy and financial research services relating to finance and investments; Financial advice relating to tax; Financial retirement plan consulting services; Investment advice in the fields of retirement plans and investment options for retirement plans; Investment consultation in the fields of retirement plans and investment options for retirement plans
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.