U.S. federal trademark · Serial No. 88780789
Financial administration of retirement plans; financial retirement plan consulting services; investment management; fiduciary services, namely, serving as trustee for retirement accounts; financial services, namely, financial administration of transactions involving managed accounts, default investments, stocks, bonds, traditional investments, investment accounts, and assets held in retirement accounts and retirement plans
Providing a website featuring non-downloadable software for administration of financial transactions in the nature of retirement accounts, managed accounts, investment accounts, default investments, stocks, bonds, and traditional investments; providing a website featuring non-downloadable software for reporting financial transactions involving custodial and trust accounts holding retirement accounts, managed accounts, investment accounts, default investments, stocks, bonds, and traditional investments
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.