U.S. federal trademark · Serial No. 86446105
Financial management via the Internet; Financial planning; Financial planning and investment advisory services; Financial portfolio analysis services; Financial portfolio management; Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.