U.S. federal trademark · Serial No. 87930673 · Reg. No. 5831212
Financial management in the field of investment portfolios; Financial planning; Insurance brokerage; Insurance information and consultancy; Investment advice in the fields of municipal, corporate, and government bonds, mutual funds, securities, retirement, 401(k)s and other qualified plans, private and public equity; Investment consultation in the fields of municipal, corporate, and government bonds, mutual funds, securities, retirement, 401(k)s and other qualified plans, private and public equity; Investment management in the fields of municipal, corporate, and government bonds, mutual funds, securities, retirement, 401(k)s and other qualified plans, private and public equity; Providing information, commentary and advice in the field of finance, financial investments and financial valuations
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.