U.S. federal trademark · Serial No. 88357689
Downloadable software for individuals to manage stock options, retirement plans, and investment portfolios; downloadable software for financial service providers to manage stock options, retirement plans, and investment portfolios; downloadable software to view financial information, investment strategy, and investment allocation; downloadable software in the nature of a mobile application for individuals to manage stock options, retirement plans, and investment portfolios; downloadable software in the nature of a mobile application for financial service providers to manage stock options, retirement plans, and investment portfolios; downloadable software in the nature of a mobile application to view financial information, investment strategy, and investment allocation
Business administration of stock option plans, employer stock purchase plans, and directed share programs for others; providing business information to financial service providers via the Internet
Providing on-line non-downloadable software for use in managing and viewing financial information relating to stock options, retirement plans, investment portfolios, investment strategy and investment allocation, equity compensation, and financial alternative plans; providing temporary use of online, non-downloadable interactive software for managing and monitoring personal financial and investment accounts; providing online, non-downloadable interactive software for creating managed personal investment accounts; providing online non-downloadable interactive financial planning software; providing on-line non-downloadable software for use in managing investment and trading, namely, electronic trading software, investment portfolio management software, and financial analytical software
Financial and business administration of stock option plans, employer stock purchase plans, and directed share programs for others; providing technical support services, namely, technical advice for the financial and business administration and management of stock option plans, employer stock purchase plans, and directed share programs for others; financial services, namely, providing stock plan services and equity stock plan services in the nature of stock option plans, retirement plans, and employee stock purchase plans; investment management services; financial investment services in the fields of stocks, securities, mutual funds, commodities, and corporate, municipal, and treasury bonds; providing an online computer database in the fields of finance, investing, financial portfolio management, financial planning, financial decision making, investment research, monitoring performance of investments, analyzing investment performance, evaluating asset allocation, risk tolerance, and financial alternative plans; securities brokerage services provided to holders of stock options; mutual fund investment services; providing financial information by electronic means; providing personalized investment information and investment account management, all by means of the internet; providing information about investment accounts and information about mutual fund performance; retirement fund investment services; financial administration of retirement plans and employee benefit plans concerning retirement, finance, and insurance
Educational services, namely, providing conferences, non-downloadable webinars, webcasts, and seminars in the fields of investment, finance, financial planning, stock plans, equity compensation, retirement planning, asset allocation, investment strategy, and investment portfolio management; providing on-line non-downloadable publications in the nature of magazines, newsletters, and reports in the fields of stock options, equity compensation, investing and investment products, namely, financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, and stock options
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.