U.S. federal trademark · Serial No. 97008356 · Reg. No. 7177144
Computer services, namely, providing an interactive web site featuring technology that allows users to access, consolidate and manage investment proposals, investment and financial goals, risk tolerance and solution mapping, investment fund transfer and transactions services, and billing, fee management, and invoicing; computer services, namely, providing an interactive web site featuring technology that allows users to perform portfolio management and accounting and investment management services
Providing information, commentary and advice in the field of financial investments; investment management; financial risk management; financial services, namely, investment fund transfer and transaction services; financial portfolio management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.