U.S. federal trademark · Serial No. 75763424 · Reg. No. 2516260
Personal finance analysis and consultation services and investment advice, namely, collecting and organizing financial information from several independent financial-reporting companies and organizations to evaluate this information so that investment advice can be rendered to buy sell, or hold onto investments, retirement plans, and insurance products, namely, publicly-traded stocks, publicly traded bonds including US Government bills, bonds, notes, taxable-corporate issues, tax-exempt municipal bonds, publicly-traded mutual funds, certificates of deposit, Roth, simple, SEP, and traditional IRA's, Keogh plans, 401K plans, trusts, annuities, life insurance, health insurance, Medicare-Supplement insurance, and Long-Term-Care insurance
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.