U.S. federal trademark · Serial No. 87057702 · Reg. No. 5168427
Investment advisory services; investment consultancy; investment of funds for others; investment management; providing automated and customized personal financial, investment management, and advisory services, namely, management of securities portfolios through providing personal financial investment accounts, monitoring for investment purposes of financial and investment account transactions and account balances, and reporting for financial investment accounts, each through a global computer network; providing information and analysis in the field of financial investments
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.