U.S. federal trademark · Serial No. 97111125
Providing temporary use of online non-downloadable software and applications for accessing, maintaining, managing and reporting financial information in the field of investments; Providing temporary use of online non-downloadable software for modifying, transmitting and receiving information, and for accessing, maintaining, managing and reporting financial information in the fields of investments
Providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investments in the field of retirement, securities, mutual funds, and annuities; providing web-based, automated and customized personal financial management services, namely, financial portfolio management; Provision of financial information; Providing financial management services via computer and communication networks in the field of portfolio management, portfolio allocation, sector analysis, portfolio modeling, portfolio rebalancing, employee pension plans, and retirement; Investment advisory services; Financial planning services; Investment management services; investment consultancy; Providing information pertaining to personal finance and investments, through electronic means; Providing information consisting of financial news, information, opinion and advice via computer and communication networks, the Internet, mobile devices; financial investment analysis
Downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for accessing, maintaining, managing and reporting financial information in the field of investments; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers used for the management of financial and investing data; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for maintaining, managing and reporting financial information and investment portfolios; downloadable computer software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors in portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.