U.S. federal trademark · Serial No. 86522774 · Reg. No. 5184236
Providing information over computer networks and global communication networks in the fields of finance, financial investment, money and banking, retirement financial planning, estate planning, real estate, life and disability insurance; providing financial planning tools in the nature of an online, interactive database containing financial calculators, questionnaires and information to assist in making investment and financial planning decisions, all of the aforesaid for the use of financial advisors in managing the financial portfolios of individuals in Class 36
Providing online investment tools, namely, the temporary use of online non-downloadable software for use in the fields of financial management, investment tracking, portfolio analysis, portfolio management, investment reporting, investment performance measurement, financial instrument trades tracking, account reconciliation and accounting, all of the aforesaid for the use of financial advisors in managing the financial portfolios of individuals in Class 42
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.