U.S. federal trademark · Serial No. 88233565 · Reg. No. 6201074
Providing financial portfolio management and counseling services for professional investment advisors and their clients via a global computer network; investment management and advisory services for individuals, namely, retirement income planning; providing financial investment advisory services for others to generate retirement income
Providing online non-downloadable software for portfolio construction, management, and financial analysis for use by professional investment advisors and their clients; providing online non-downloadable software for financial portfolio performance analysis, generating investment research reports for use by investment advisors and their clients in the fields of investment allocation and retirement income planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.