U.S. federal trademark · Serial No. 99081870 · Reg. No. 8328483
Providing temporary use of a non-downloadable web application for financial and investment services, namely, investment advice, personalized investment planning and tailored strategies to meet a consumer’s financial goals, insurance, trading, automated investment management and portfolio management, and ongoing management and optimization of investment portfolios
Downloadable software in the nature of a mobile application for financial and investment services, namely, investment advice, personalized investment planning and tailored strategies to meet a consumer’s financial goals, insurance, trading, automated investment management and portfolio management, and ongoing management and optimization of investment portfolios
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.