U.S. federal trademark · Serial No. 99829046
Downloadable mobile applications for financial advisory services, wealth management recommendations, budgeting, investment portfolio tracking and financial goal setting
Financial advisory and consultancy services, namely, providing personalized wealth management recommendations, investment portfolio analysis, budgeting guidance and financial goal setting; Providing information in the field of personal finance via a website; Providing information in the field of personal finance
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.