U.S. federal trademark · Serial No. 90977197
Legal advisory services in the field of tax optimization and planning and financial investments; Legal consulting services in the field of tax optimization and planning and financial investments; Providing legal services in the field of tax optimization and planning and financial investments
Platform as a service (PAAS) featuring computer software platforms for personal financial management, namely, management of personal financial accounts, making financial transactions, daily monitoring of financial transactions and account balances, and budget and spending reporting
Advertising services for promoting the brokerage of stocks and other securities; Tax preparation; Tax and taxation planning, advice, information and consultancy services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.