U.S. federal trademark · Serial No. 88092910 · Reg. No. 5842708
Financial services, namely, conducting an online exchange of interest rate products via the internet and intranet systems; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Online, real-time tax payment processing, tax payment financial management, and tax payment financial analysis services; Strategic financial advisory services; Strategic corporate financial advisory services
Income tax consultation; Income tax preparation; Promotion of financial and insurance services, on behalf of third parties
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.