U.S. federal trademark · Serial No. 85281349 · Reg. No. 4076432
Financial and investment services, namely, management and advice in the fields of stocks, bonds, exchange traded funds (ETFs) and other securities; Investment funds management; Financial planning and management services; Financial portfolio management and analysis services; Financial risk management and financial risk management consultation; Online financial planning services; Providing a web site that assists financial professionals in the management of investment portfolios and retirement accounts; Providing information and advice in the field of finance, financial investments, financial valuations and the financial aspects of retirement
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.