U.S. federal trademark · Serial No. 77154242
Financial analysis and consultation; Financial forecasting; Financial information processing; Financial planning; Financial portfolio management; Financial research; 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; Financial trust operations
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.