U.S. federal trademark · Serial No. 86611885 · Reg. No. 5365370
Financial services, namely, wealth management services, financial planning and investment advisory services, financial analysis
Providing a web-based online portal for helping users to identify, track and analyze financial and investment goals, strategies, risks and solutions relating to investment, retirement, estate, cash flow, net worth, wealth management and insurance and to prepare reports relating thereto
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.