U.S. federal trademark · Serial No. 78754278 · Reg. No. 3551935
Providing temporary use of on-line non-downloadable software for financial portfolio management, financial valuation of personal property, real estate and risk assessment analysis management for individual consumers, financial planners and investment advisors
Financial planning and investment advisory services, portfolio planning and management, financial analysis, risk assessment, analysis and management; asset/liability management services for individual consumers, financial planners and investment advisors
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.