U.S. federal trademark · Serial No. 87561259 · Reg. No. 6109489
Business administration services in the field of retirement plans; Office functions in the nature of maintaining records of ownership and settlements for transfers of stocks, shares and securities; Record-keeping services for regulatory compliance purposes in connection with financial investments; Customer relationship management (CRM) services; Administrative processing of stock purchase orders for others; Business management of the financial investment business of others
Financial asset management; Financial advisory services; Investment advisory services; Financial portfolio analysis services; Financial portfolio management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.