U.S. federal trademark · Serial No. 97387019 · Reg. No. 7307982
Providing online non-downloadable software permitting users to manage and access investments, manage and access client account information, and manage, store, access and communicate regarding financial, investment, regulatory compliance, marketing, educational, and other related information and documentation in the fields of financial planning, investment and asset management, investment and finance; and providing an online portal in the nature of a website featuring technology that permits users to manage and access investments, manage and access client account information, and manage, store and access and communicate regarding financial, investment, regulatory compliance, marketing, educational, and other related information and documentation in the fields of financial planning, investment and asset management, investment and finance
Business management consulting and advisory services in the fields of financial planning, investment and asset management; business management consulting and advisory services provided to financial and investment advisors; online business directories featuring financial and investment advisors; marketing services and marketing consulting services in the fields of financial planning, investment and asset management; marketing services and marketing consulting services provided to financial and investment advisors; and providing referrals in the field of financial and investment advisors
Financial advisory and consultancy services; financial planning; investment management and financial asset management; providing financial information, financial investment information, annuity investment information and insurance information
Educational services, namely, providing training and non-downloadable webinars in the fields of financial planning, investment and asset management, investment and finance; instruction in the fields of financial planning, investment and asset management, investment and finance; providing online non-downloadable videos in the fields of financial planning, investment and asset management, investment and finance
Regulatory compliance consulting in the fields of financial planning, investment and asset management, investment, and finance; and providing regulatory compliance information in the fields of financial planning, investment and asset management, investment, and finance
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.