U.S. federal trademark · Serial No. 78497074 · Reg. No. 3172640
Investment consultation; investment management; investment of funds for others; financial planning; financial research; securities trading and brokerage services; financial services provided to investment advisors, namely, custody of assets, securities trading, investment performance reporting and asset allocation tools in the nature of online, interactive financial calculators and questionnaires for use in financial planning and analysis
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.