U.S. federal trademark · Serial No. 97426717
Software as a service for use with insurance, financial affairs; software as a service for monetary affairs; software as a service for real estate affairs; Software as a service for use with financial services, namely, wealth management, financial planning, alternative investments, portfolio management, budget planning and selecting financial advisors; ; Software as a service for use with mutual fund investment services; ; Software as a service for use retirement fund investment services; Software as a service for use investment management services; Downloadable software for use providing personalized consulting investment information, investment account management, and securities brokerage services
Downloadable software for use with insurance, financial affairs; downloadable software for monetary affairs; downloadable software real estate affairs; Downloadable software for use with financial services, namely, wealth management, financial planning, alternative investments, portfolio management, budget planning and selecting financial advisors; Downloadable software for use with mutual fund investment services; Downloadable software for use retirement fund investment services; Downloadable software for use investment management services; Downloadable software for use providing personalized consulting investment information, investment account management, and securities brokerage services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.