U.S. federal trademark · Serial No. 90658134 · Reg. No. 6791264
Financial records management; Providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information
Financial management; Financial management via the Internet; Financial asset management; Financial portfolio management; Financial risk management; Financial risk management consultation; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, wealth management services; Providing financial risk management services for electronic funds transfer, credit and debit card and electronic check transactions via a global computer network; Providing financial services with respect to securities and other financial instruments and products, namely, money management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.