U.S. federal trademark · Serial No. 88355499 · Reg. No. 6176007
Downloadable electronic newsletters in the fields of finance, investment, and money management
Providing an interactive website featuring technology that allows users to schedule a call with a financial advisor, manage investments, and upload and download documents in the fields of financial and retirement planning, investment analysis, and portfolio allocation
Printed materials, namely, newsletters, brochures, and customized investor reports in the fields of financial planning and education, finance, investment, money management, investment analysis, portfolio allocation, and recommendations for selecting specific financial instruments
Financial consultancy services in the nature of financial advice, analysis, education, and guidance; Investment advisory services; Investment management, planning, and advice services; Providing information via a global computer network in the fields of finance, money management, financial planning, and financial investments; Financial services, namely, financial planning, financial planning for retirement, financial investment analysis, financial portfolio analysis services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.