U.S. federal trademark · Serial No. 99554658 · Reg. No. 8242940
Financial services advice and financial planning through the use of a web-based, automated and customized personal financial management service model that provides customized management of an individual's investment, banking and other personal financial accounts; investment advice for financial and retirement planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.