U.S. federal trademark · Serial No. 78416209 · Reg. No. 3034578
Application service provider (ASP) featuring software for financial investment advisors in the fields of online financial portfolio management, account administration for mutual funds, equities, fixed income and options accounts, financial account management, financial research, providing stock market data, and stock brokerage services
Financial services for financial investment advisors, namely, online financial portfolio management, account administration for mutual funds, equities, fixed income and options accounts, financial account management, financial research, providing stock market data, and stock brokerage services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.