U.S. federal trademark · Serial No. 76633388 · Reg. No. 3108514
Financial services, namely financial management, financial planning, financial portfolio management, financial risk management, investment management, and investment consultation
Design, development and implementation of computer software for investment management and financial services firms to aid in management of client accounts, financial information gathering, database management, accounting services, financial reporting services, and software support
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.