U.S. federal trademark · Serial No. 88783330 · Reg. No. 6118970
Financial services, namely, wealth management services, investment management services, investment oversight in the nature of investment consultation and investment advisory services relating to buying and selling of investments, namely, securities and financial instruments; asset management services, financial portfolio management services, financial research services, financial planning services, equity capital investment services, cash management account services, financial risk management, individual retirement account services and brokerage services in the fields of stocks, bonds, options, mutual funds, commodities, futures and other securities; proprietary trading services, namely, fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; private placements of hedge funds, private equity funds, securities and derivatives for others; providing information and advice in the field of finance, financial investments, financial valuation, and the financial aspects of retirement through a global computer network; trust management services, namely, investment and trust company services in the nature of cash processing, payment of fees, and management of investment accounts
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.