U.S. federal trademark · Serial No. 78584309
Financial Planning system and software that is used to present, identify, manage, and invest clients' pre- and post- retirement savings and a training system for financial planners, insurance agents, registered representatives, broker/dealers, investment consultants or any person who assists individuals in financial planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.