Serial #98342241 Trademark

Downloadable computer software and mobile applications for use in the collection, editing, organizing, modifying, book marking, transmission, storage, and sharing of data and information in the field of personal finance, financial planning, financial management, portfolio management, asset management, investment management, financial literacy and education, investments, and financial aspects of retirement planning; downloadable computer software and mobile applications for creating, accessing, managing, and monitoring personal financial accounts, investment accounts, and other financial account information; downloadable computer software and mobile applications for use in budgeting, managing, recording, and tracking financial and investment transactions; downloadable computer software and mobile applications for use in researching information relating to financial asset management, portfolio management, financial planning, investing, retirement, retirement income, retirement planning, retirement plans, and saving; downloadable computer software and mobile applications for use in managing and executing financial transactions relating to stock options, retirement plans, pooled investment vehicles, hedge funds, mutual funds, and investment portfolios; downloadable video recordings and audio and multimedia files featuring information in the fields of investment, investment management, portfolio management, asset management, financial and monetary affairs, financial literacy and education, and financial aspects of retirement planning; downloadable electronic publications, namely, newsletters, magazines, white papers, reports, and brochures in the fields of investment, investment management, portfolio management, asset management, financial literacy and education, and financial and monetary affairs; downloadable software in the nature of a mobile application for providing information related to conferences, networking events, and entertainment events; downloadable webinars in the field of finance, investment, and retirement; downloadable podcasts in the field of finance, financial management, asset management, financial literacy and education, investments, and financial aspects of retirement planning

Providing financial services, namely, investment advice, investment management, portfolio management, asset management, investment brokerage services, advisory management, fund investment services, direct and indirect investment services, mutual fund brokerage and advisory services, pooled investment vehicle brokerage and advisory services, and consultation in the fields of financial and monetary affairs and the financial aspects of retirement; financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles; providing a website featuring information in the field of investment, investment management, portfolio management, asset management, financial and monetary affairs, pooled investment vehicles, hedge funds, mutual funds, and financial aspects of retirement; mutual fund investment services; providing advice, information, and research in the field of investment, investment management, portfolio management, asset management, financial and monetary affairs, pooled investment vehicles, hedge funds, mutual funds, and financial aspects of retirement; advisory services related to mutual funds, hedge funds, exchange traded funds, pension funds, and other collective investment vehicles; provision of information and data concerning stocks and bonds; advisory services related to stocks, bonds, and other investment vehicles; hedge fund investment services; financial services, namely, operation and management of hedge funds

Providing online, non-downloadable electronic publications, namely, magazines, newsletters, articles, white papers, reports, podcasts, and videos in the field of financial investment, investment management, asset management, portfolio management, investment brokerage services, advisory management, fund investment services, pooled investment vehicles, hedge funds, mutual funds, and financial aspects of retirement; providing online non-downloadable videos and audio and multimedia files featuring financial information calculators, namely, financial planning calculators and retirement calculators, all in the field of investment, investment management, asset management, financial budgeting, planning for retirement and financial and monetary affairs; providing a website featuring non-downloadable electronic publications, namely, magazines, newsletters, blogs, and articles, videos, and audio and multimedia files in the field of financial investment, investment management, asset management, portfolio management, investment brokerage services, advisory management, fund investment services, pooled investment vehicles, hedge funds, mutual funds, and financial aspects of retirement; Education services, namely, providing non-downloadable webinars in the field of finance, financial investment, asset management, and financial aspects of retirement; arranging and conducting educational and business conferences in the field of finance, financial investment, asset management, and financial aspects of retirement