U.S. federal trademark · Serial No. 87976488 · Reg. No. 5403517
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
Temporary use of on-line non-downloadable computer software, web-based software applications, 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
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.