U.S. federal trademark · Serial No. 90576249 · Reg. No. 6633149
Providing automated and customized personal financial, investment management, retirement planning and advisory services, namely, management of retirement accounts and securities portfolios through providing personal financial investment accounts, monitoring for investment purposes of financial and investment account transactions and account balances, and reporting for financial investment accounts, each through a global computer network; providing information and analysis in the field of financial investments for retirement
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.