U.S. federal trademark · Serial No. 75909928
Computer software for the managing investment portfolios; computer software for maintaining, managing and reporting financial information; computer software for use by financial service providers to obtain investment transaction and account information; computer software used by financial service providers for contact management; computer software for initiating, processing and tracking financial transactions; computer software for managing the business practices of financial service providers to comply with governmental regulations; user manuals packaged as a unit with the foregoing goods
Mutual fund investment services; retirement fund investment services; investment management services; securities brokerage services; financial information provided by electronic means; providing personalized investment information, account management and securities brokerage services, all by means of wireless communication devices and/or by means of a global computer network
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.