U.S. federal trademark · Serial No. 98145288
Advice relating to investments; Consultancy of capital investment; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial investment analysis and stock research; Financial planning and investment advisory services; Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Investment management; Investment of funds; Investment of funds for others; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.