U.S. federal trademark · Serial No. 90650383 · Reg. No. 7305196
Investment management and consulting services delivered electronically via the internet, namely, financial advice and investment management support to independent advisors; financial planning, namely, the creation, development, and customization of financial planning, financial transaction, financial goal management and other tools related to a comprehensive financial picture of a financial professional's client that is controllable by the financial advisory firm; Financial planning in the nature of interconnected presentation and analysis of financial plans and the provision of financial advice and related financial advisory services, all the foregoing to further financial goals, desires, and interests
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