U.S. federal trademark · Serial No. 77150054
Advice relating to investments; Financial planning; Financial planning consultation; Financial planning for retirement; Financial portfolio management; Financial risk management; Financial services, namely assisting others with the completion of financial transactions for stocks, bonds, securities and equities; 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; Fund investment consultation; Investment advice; Investment advisory services; Investment brokerage; Investment management of and distribution of variable annuities; Mutual fund investment
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.