U.S. federal trademark · Serial No. 74016690
computer software in the field of financial planning
financial, insurance and investment services, namely, providing personal and business financial planning services; investment management and advisory services; underwriting and brokerage services for investment securities and annuities; and underwriting life, health, disability and property and casualty insurance; administration of profit sharing and pension plans; and administering mutual investment funds
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.