U.S. federal trademark · Serial No. 77348542
Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Securities trading and investing services for others via the internet; Investment advice; Investment advisory services; Investment consultation; Investment management; Investment management of and distribution of annuities; Mutual fund investment; Mutual funds and capital investment; Advice relating to investments; 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; Financial planning and investment advisory services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.