U.S. federal trademark · Serial No. 98757301
Providing temporary use of a web-based software application for use by finance professionals and clients to manage investments; Providing temporary use of a web-based software application for use by professionals and clients to manage life insurance
Financial planning services; Financial management in the field of investments and retirement planning; Insurance consulting in the field of life insurance
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.