U.S. federal trademark · Serial No. 85727511
Financial record-keeping for financial advisors via the Internet; Providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information
Financial administration of investment accounts; Financial planning and investment advisory services; Financial portfolio analysis services; Financial services, namely, wealth management services; Strategic financial advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.