U.S. federal trademark · Serial No. 85530875 · Reg. No. 4473316
Financial and investment services, namely, management and advice in the fields of stocks, bonds, exchange traded funds (ETFS), and other securities; Investment funds management; Financial planning and management and analysis services; Financial portfolio management and analysis services; Trust management accounts, namely, variable insurance trusts; Providing information and advice in the field of finance, financial investments, and the financial aspects of retirement
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.