U.S. federal trademark · Serial No. 97207252 · Reg. No. 7052394
Financial asset management; financial portfolio management; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; investment advisory services; financial planning services, namely, income planning; providing financial information via a website
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.