U.S. federal trademark · Serial No. 97497539
Software as a service featuring educational software for providing instruction in financial planning, financial management, and investment management; Software as a service (SAAS) services featuring software for financial planning, financial management, and investment management
Downloadable software for financial planning, financial management, and investment management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.