U.S. federal trademark · Serial No. 76264285
FINANCIAL ADVISING, IN THE FIELD OF FINANCIAL INVESTMENT
FINANCIAL PLANNING SOFTWARE FOR COMPREHENSIVE INVESTMENT PLANNING AND PORTFOLIO ANALYSES, IN THE FIELD OF FINANCIAL MANAGEMENT; FINANCIAL ADVICE SOFTWARE FOR COMPREHENSIVE INVESTMENT PLANNING AND PORTFOLIO ANALYSES, IN THE FIELD OF FINANCIAL MANAGEMENT; SOFTWARE FOR THE PREPARATION AND DELIVERY OF PERSONALIZED FINANCIAL PLANS, IN THE FIELD OF FINANCIAL MANAGEMENT; AND CUSTOMER RELATIONSHIP MANAGEMENT SOFTWARE FOR THE PROVISION OF FINANCIAL ADVISORY SERVICES AND THE MANAGEMENT OF RELATED CUSTOMER DATA, IN THE FIELD OF FINANCIAL MANAGEMENT
SOFTWARE CONSULTING SERVICES
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.