U.S. federal trademark · Serial No. 86082125 · Reg. No. 4887043
Providing information, advice, and research services in the field of finance, financial investments, and the financial aspects of retirement; providing financial information services to financial advisors; financial portfolio analysis services
Providing investment tools to help financial advisors to identify prospective clients, generate reports, and prepare sales presentations, namely, providing financial indices based on selected groups of securities; providing solutions for financial advisors to operate more efficiently, namely, providing a web-based report that displays a side-by-side comparison of a current retirement plan design and performance against a proposed plan design whereby such comparison communicates features, benefits and overall impact of the proposed plan design's value proposition as customized with specific investment line-up and models for business or commercial purposes
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.