U.S. federal trademark · Serial No. 98791484 · Reg. No. UK00003976372
Financial services, namely, asset management and investment advisory and management services; financial planning services; financial advisory services; financial analysis services; financial wealth advisory services; financial services, namely, wealth management services; estate planning relating to inheritance and succession planning services; investment advisory services; investment brokerage; investment management; financial planning and investment advisory services; estate trust planning and management; investment advisory services; fund management services for private clients; financial administration of employee pension plans; banking services; financing services; services for the financing of loans; mortgage lending services; credit and debit card transaction processing services; savings account services; estate securities; real estate services, namely, rental property management
Design and development of information technology systems relating to finance; providing an online non-downloadable computer software platform for tracking the value of financial assets and receiving financial advice; providing an online website featuring technology that enables users to retrieve information about personal financial assets and receive financial advice; server hosting; web site hosting services; hosting of websites; Platform as a Service (PaaS) featuring computer software platforms for tracking the value of financial assets and receiving financial advice; Platform as a Service (PaaS) featuring computer software platforms for tracking and storing personal insurance policies, value of pensions and details of financial assets
downloadable computer software for managing and tracking financial assets; downloadable computer software for financial planning, management and wealth advisory; downloadable mobile application software for financial planning, management and wealth advisory; downloadable computer software for investment account management services, monetary transfer services, financial analysis and financial reports; downloadable mobile application software for investment account management services, monetary transfer services, financial analysis and financial reports; electronic publications, namely, books, magazines, journals featuring financial education recorded on computer media
Financial education in the nature of classes, seminars, conferences, workshops in the fields of wealth management strategies; organization of events, seminars, conferences, workshops and classes in the field of financial investment education and wealth management for educational purposes; publishing of electronic publications; providing on-line non-downloadable electronic publications in the nature of books and magazines in the field of financial education
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.