U.S. federal trademark · Serial No. 99109035 · Reg. No. 8415677
Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial information and advisory services; Financial information and evaluations; Financial information processing; Financial information provided by electronic means; Financial information provided by electronic means in the field of investments, data analysis, risk assessment, and accounting; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Information, advisory, consultancy and financial research services relating to finance and investments; Providing a web site featuring personal financial information and financial advice; Providing financial information via a website; Providing information in the field of financial planning; Providing information regarding financial investment strategies; Provision of financial information
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