U.S. federal trademark · Serial No. 88977846 · Reg. No. 6241750
Financial services, namely, securities broker-dealer services, fee-based financial planning services, financial and investment advisory services, financial consultation; investment services, namely, investment management, investment portfolio analysis, advice relating to investments
Providing temporary use of on-line non-downloadable computer software, and web-based software applications in the field of financial services for providing risk management, financial information, financial management, securities trading, investment management services, and retirement planning; Platform as a service (PAAS) featuring computer software platforms in the field of financial services for providing risk management, financial information, financial management, securities trading, investment management services, and retirement planning; Providing temporary use of on-line non-downloadable computer software, and web-based software applications in the field of financial services for delivering and planning financial and investment advice and strategies; Platform as a service (PAAS) featuring computer software platforms in the field of financial services for delivering and planning financial and investment advice and strategies; providing temporary use of non-downloadable financial and investment advisory software
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