U.S. federal trademark · Serial No. 99478652
Investment management; Financial risk management; Financial planning; Financial advisory services; Providing working capital financing to small businesses and small business owners; Providing financial information and analysis; Financial consultancy; Debt advisory services
Providing a website featuring on-line non-downloadable software that enables users to manage financial portfolios, structure derivatives, manage portfolio-backed lending, and conduct wealth planning.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.