U.S. federal trademark · Serial No. 75043810 · Reg. No. 2229270
financial management services including but not limited to annuities and mutual funds
computer software for use in portfolio management, asset allocation and sales of financial services and insurance, including but not limited to annuities and mutual funds; computer software used in interactive communications between investment professionals and consumers
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.