U.S. federal trademark · Serial No. 85936657 · Reg. No. 4474245
Financial services, namely, investment advice, investment management, funds investment, investment consultation, financial planning, financial analysis, investment brokerage and investment of funds for others; financial services, namely, wealth management services; investment services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, options, and indices of financial securities; investment advice and management in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, options, and indices of financial securities; financial investment analysis and stock research; financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; providing information and analysis in the fields of finance, investment financial planning, and investment strategy; providing portfolio management services; estate planning services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.