U.S. federal trademark · Serial No. 87723658 · Reg. No. 5597388
Providing automated and customized personal financial, investment management and advisory services, namely, management of securities portfolios through providing personal financial investment accounts, and monitoring for investment purposes of financial and investment account transactions and account balances, each through a global computer network; providing information and analysis in the field of financial investments; financial planning and investment advisory services; providing financial and investment advice, analysis and consultation services; financial analysis; financial advice; financial planning; financial consultation; financial management; investment brokerage; investment consultation; investment management; investment advice; retirement fund investment; providing personalized investment information, investment account management and securities brokerage services by means of a global computer network, by wireless mobile devices and by telephone
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.