U.S. federal trademark · Serial No. 87580734 · Reg. No. 5568473
Financial management for others via investment portfolios by investment portfolio planning and investment portfolio management by trading and rebalancing investment portfolios; financial and investment services, namely, asset and investment acquisition, consultation, advisory, management and development services; monitoring financial markets for investment purposes; on-line financial planning services; strategic financial advisory services; providing a website featuring advice in the fields of financial aspects of retirement, investment, estate planning, and insurance plans
Providing a website featuring advice in the field of tax planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.