U.S. federal trademark · Serial No. 90329384
Providing information, commentary and advice in the field of financial investments
Providing temporary use of a web-based software application for assisting financial advisors in providing investment management and financial advice and services to their clients; providing temporary use of a web-based software application for financial advisers to assist with client relationship management, financial planning, client reporting, portfolio valuation and provision of advisor-led automated advice
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.