U.S. federal trademark · Serial No. 78847534 · Reg. No. 3295930
Financial planning and investment advisory services, portfolio planning and management, financial analysis, risk assessment, analysis and management; financial planning for retirement and asset/liability management services for individual consumers, financial planners and investment advisors; providing a website on a global computer network for financial portfolio management, financial valuation of personal property, real estate and risk assessment analysis management and retirement planning for individual consumers, financial planners and investment advisors
Computer software, namely, database management for financial and investment analysis, personal financial portfolio planning and management, financial analysis, risk assessment, analysis and management retirement planning and asset/liability management for individual consumers, financial planners and investment advisors
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.