U.S. federal trademark · Serial No. 97793524 · Reg. No. 7518930
Broker-dealer financial services in the field of securities, stocks, bonds, mutual funds; financial stock and bond portfolio management, analysis, and investment planning services; brokerage of shares and other securities; financial services, namely, wealth management services, financial planning and investment advisory services; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; investment management services; financial analysis and research services; financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities
Software as a service (SAAS) featuring financial data management software for investment brokers to securely access client data for purposes of personal data management, financial data management, risk insights, and identification services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.