U.S. federal trademark · Serial No. 98531092
Mutual fund and investment brokerage; financial risk management; financial administration of employee pension plans, retirement plans, employee benefits plans concerning insurance and finance; retirement funds investment services; providing financial information in the fields of financial asset management, financial planning, financial investing, retirement, retirement income, retirement planning, and retirement plans and saving; providing information in the field of financial administration of workplace retirement savings plans for clients; financial asset management, namely, processing, administering and managing workplace retirement savings plans; investment services, in the nature of asset management services, cash management, financial management, and financial portfolio management; financial advisory services, namely, financial portfolio analysis services; investment management; securities brokerage services; mutual fund investment services; financial planning services; financial services, namely, financial administration of customized managed investment accounts featuring qualified diversified investment default alternatives; financial services, namely, financial administration of employee benefit customized managed investment accounts featuring qualified diversified investment default alternatives
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.