U.S. federal trademark · Serial No. 79315683 · Reg. No. 7008300
Financial and investment news and information; management of investments; monitoring financial markets for investment purposes; computerized financial planning, risk assessment and management services; financial analysis, namely, compiling statistics, data and other sources of financial information for financial purposes; banking services; personal banking services; checking account services featuring financial deposit account services; checking account services featuring financial deposit taking; personal financing services; commercial financing services; provision of online financial calculators; provision of financing services; provision of temporary or short-term loans; loan financing; financial loan consultation services; advisory services relating to financial loan matters; advisory services relating to financial planning; Financial services, namely, wealth management and protection services; Bill payment services for others; online financial services relating to superannuation, namely, investment, advisory and consultation services; mortgage banking and brokerage; provision of financial information; mortgage financing services; mortgage banking services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans; commercial mortgage brokerage; Mortgage lending; Financial services, namely, issuing of financial benefits, namely, providing cash and other rebates for customer loyalty and frequent buyer schemes; Financial transaction services, namely, providing secure commercial transactions; Financial services, namely financing loans and discounting of bills; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial investment services, namely, administering the issuance, underwriting and distribution of securities
Downloadable computer software for investment portfolio management for financial information and business purposes; Downloadable computer software for client onboarding; Downloadable computer software for portfolio administration and management services; Downloadable computer operating system software relating to investment matters
Online provision of web-based non-downloadable software for use in financial and investment database management; software as a service (SaaS) services, featuring software for financial and investment database management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.