U.S. federal trademark · Serial No. 98758920
Providing an interactive website featuring technology that allows users to receive individual retirement account services, financial consultancy services, investment management services and self-directed brokerage services
Providing an interactive website featuring technology that allows users to receive individual retirement account services, financial consultancy services, investment management services and self-directed brokerage services
Individual retirement account services; financial consultancy services in the nature of financial advice, analysis, education, and guidance; investment management services, namely, investment advice and consultation and financial portfolio management; self-directed brokerage services for employer-sponsored defined contribution benefit plans, namely, brokerage of investments for defined contribution benefit plans
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.