FOUNDATIONAL PLANNING
Mark Identification

FOUNDATIONAL PLANNING

Serial Number

88128720

Filing Date

Sep 24, 2018

Registration Date

Feb 16, 2021

Trademark by

FMR LLC

Active Trademark

Classification Information

software as a service (SaaS) services used to assist financial planners in providing financial advice featuring software that provides account aggregation, third party account integrations, a personalized investor portal with a global view of the investor's comprehensive financial profile, and compliance and data analytics services

Computer and Scientific