U.S. federal trademark · Serial No. 87591879
Financial services, namely, securities broker-dealer services, fee-based financial planning services, financial and investment advisory services for independent financial professionals, financial consultation; investment services, namely, investment management, investment portfolio analysis, advice relating to investments
Providing temporary use of on-line non-downloadable computer software, web-based software applications, and software platforms in the field of financial services, namely, for providing risk management, financial information, financial management, securities trading, investment management services, and retirement planning
Computer software and mobile applications for use by others in rendering financial services, namely, software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of financial risk management, financial management and investment management; computer software and mobile applications used in connection with financial services, namely, software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of personal financial planning, personal financial management, personal investment management, and retirement planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.