U.S. federal trademark · Serial No. 97733144
Promotion of financial and insurance services on behalf of third parties
Insurance information, advisory, and consultancy services; financial information, advisory, and consultancy services; insurance brokerage services; financial retirement plan consultancy services; financial planning and investment advisory services; broker-dealer financial services in the field of securities; providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures, and other securities; investment of funds of others; financial services, namely, a total portfolio offering for high net worth clients; financial services, namely, wealth management services; financial services, namely, investment fund transfer and transaction services; financial and investment services, namely, asset and investment acquisition, consultation, advisory, and development; financial evaluation, tracking, analysis, forecasting, consultancy, advisory, and research services; financial investment brokerage services; financial portfolio analysis services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.