Serial Number:
97850666
Mark:
EDELMAN FINANCIAL ENGINES TAX OPTIMIZED PORTFOLIO STRATEGIES
Status:
Notice of Allowance-Issued
Status Date:
10-08-2024
Filing Date:
Registration Number:
N/A
Registration Date:
N/A
financial consultancy services in the nature of financial advice, analysis, education, and guidance; investment advisory services; investment management, planning, and advice services; financial analysis and research services; investment advisory services featuring the management of an account holder's investments to provide a periodic payment at a predetermined level to the account holder; providing information via a global computer network in the fields of finance, money management, financial planning, and financial investments; financial services, namely, financial planning, financial planning for retirement, financial investment analysis, financial portfolio analysis services, financial research, and financial consultations featuring recommendations for selecting specific financial instruments; financial services offered via a global computer network, namely, financial planning, financial investment analysis, financial portfolio analysis services, financial research, and financial consultations featuring recommendations for selecting specific financial instruments; financial planning services; financial investment for others in the fields of securities, mutual funds financial retirement trust management services; financial asset administration; financial asset management, namely, asset acquisition, asset utilization, and asset allocation services for others; fiduciary representative services; funds investment, namely, high-yield cash and liquid asset management
Mark Description:
N/A
Class:
Insurance
Type of Mark:
Servicemark
Published for Opposition Date:
08-13-2024
Mark Drawing Status:
4
Abandon Date:
N/A
Business Name:
10801 MASTIN BLVD., SUITE 1000
Correspondent Name:
