U.S. federal trademark · Serial No. 76168327
financial management services accessible over a global computer network enabling professional wealth managers and individual investors to manage investments consistent with individualized investment objectives, risk tolerance and tax planning
computer software for use to analyze individual client investment objectives, risk tolerance and tax planning with financial markets and company research reports to enable financial decision making and trade execution by professional wealth managers and individual investors
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.