U.S. federal trademark · Serial No. 98192989 · Reg. No. 7568990
Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Investment management; Investment of funds; Investment of funds for others; Advice relating to investments; Financial investment analysis and stock research; Financial planning and investment advisory services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.