U.S. federal trademark · Serial No. 75640444
Financial services, namely, providing financial advisory and planning services; cash management services; financial research services; financial information provided by electronic means; financial analysis and planning tools in the nature of online, interactive financial calculators, questionnaires, and software which assist the investor with asset allocation and selection of stock and mutual funds based on the customer's risk tolerances and investment goals
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.