Trademark247.com - Trademark Search Results - risk tolerance

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Showing 1-19 of 19 results

	Mark Name	Mark Description
	MYPLANRISK Owned by: ROCATON INVESTM... Filed on: 08-27-2012 Status: Abandoned-Express	Information, advisory, consultancy and research services relating to investment program risk tolerance and allocation	View Details Monitor Mark Create New Watchlist
	LIFESTAGE ASSET ALLOCATIO... Owned by: PHOENIX HOME LI... Filed on: 03-19-2001 Status: Abandoned-Failure to Resp...	Sample asset allocation models, based on client's risk tolerance and age bracket and based on the mix, matched with (Phoenix-offered) subaccount	View Details Monitor Mark Create New Watchlist
	UPSTREAM FINANCIAL Owned by: UPSTREAM TECHNO... Filed on: 11-20-2000 Status: Abandoned-Failure to Resp...	computer software for use to analyze individual client investment objectives, risk tolerance and tax planning with financial markets and company	View Details Monitor Mark Create New Watchlist
	FINAMETRICA Owned by: MORNINGSTAR, IN... Filed on: 05-06-2004 Status: Renewed	Financial and monetary affairs namely analysis, assessment and evaluation of financial risk tolerance; financial planning; financial advising; financi	View Details Monitor Mark Create New Watchlist
	UPSTREAM Owned by: UPSTREAM TECHNO... Filed on: 11-20-2000 Status: Abandoned-Failure to Resp...	computer software for use to analyze individual client investment objectives, risk tolerance and tax planning with financial markets and company	View Details Monitor Mark Create New Watchlist
	PORTFOLIOAUDIT.COM Owned by: NAVIGATOR CONSU... Filed on: 06-07-2000 Status: Abandoned-Failure to Resp...	Financial services, namely, providing information and consulting services in the financial field to establish an appropriate risk tolerance leve	View Details Monitor Mark Create New Watchlist
	CUSTOM PORTFOLIO PLANNING Owned by: RBC DAIN RAUSCH... Filed on: 04-04-1996 Status: Cancelled-Section 8	financial services, namely analyzing investors characteristics such as risk tolerance and financial goals and objectives, and providing asset al	View Details Monitor Mark Create New Watchlist
	THE SORT TEST Owned by: THE SORT TEST L... Filed on: 03-26-2004 Status: Cancelled-Section 8	Training management in the field of psychological testing for risk tolerance; psychological testing, preparation of manuals, preparation of book	View Details Monitor Mark Create New Watchlist
	UPSTREAM TECHNOLOGIES Owned by: UPSTREAM TECHNO... Filed on: 11-20-2000 Status: Abandoned-Failure to Resp...	computer software for use to analyze individual client investment objectives, risk tolerance and tax planning with financial markets and company	View Details Monitor Mark Create New Watchlist
	ALPHA BETA GAMMA WEALTH M... Owned by: CAPITAL MARKET ... Filed on: 10-31-2016 Status: Section 8-Accepted	Comprehensive wealth management services, namely, financial and retirement planning, risk tolerance services, asset allocation services and port	View Details Monitor Mark Create New Watchlist
	ARCPOINT Owned by: REASON LLC Filed on: 11-21-2016 Status: Cancelled-Section 8	Software as a service (SAAS) services featuring software for investor risk tolerance assessments and investment portfolio advice for financial advisor	View Details Monitor Mark Create New Watchlist
	AMERILYZER Owned by: AMERILIFE FINAN... Filed on: 07-26-2017 Status: Registered	Providing information in the field of financial risk assessment and tolerance Online non-downloadable software for assessing financial risk, nee	View Details Monitor Mark Create New Watchlist
	SETINCOME Owned by: CETERA FINANCIA... Filed on: 04-12-2019 Status: Registered	On-line non-downloadable software for use by financial advisors for analyzing and assessing investors' risk tolerance, financial goals and objec	View Details Monitor Mark Create New Watchlist
	TOTUM Owned by: THE TIFIN GROUP... Filed on: 04-30-2019 Status: Registered	Providing on-line non-downloadable software for helping advisors quantify their client's financial risk tolerance based on their life situation; Provi	View Details Monitor Mark Create New Watchlist
	WHAT IF RISK Owned by: TOTUM RISK Filed on: 08-02-2019 Status: Abandoned-No Statement of...	Providing on-line non-downloadable software for helping advisors quantify their client's financial risk tolerance based on their life situation;	View Details Monitor Mark Create New Watchlist
	TULIP Owned by: BRINKER CAPITAL... Filed on: 08-14-2019 Status: Abandoned-No Statement of...	Providing on-line non-downloadable software for financial advisors to create investment proposals and analyze risk tolerance for clients and pro	View Details Monitor Mark Create New Watchlist
	TRUPREDICT Owned by: LONE STAR AEROS... Filed on: 11-27-2019 Status: Registered	Downloadable computer software for use as an analytic tool to identify competitive positioning, risk tolerance, and optimal bid strategy	View Details Monitor Mark Create New Watchlist
	TRUPREDICT Owned by: LONE STAR AEROS... Filed on: 11-27-2019 Status: Registered	Business consulting services using analytic tools to identify competitive positioning, risk tolerance, and optimal bid strategy	View Details Monitor Mark Create New Watchlist
	B BETA WEALTH GROUP AN IN... Owned by: BETA WEALTH GRO... Filed on: 11-09-2020 Status: Registered	Financial planning, namely, comprehensive wealth management services, namely, financial and retirement planning, risk tolerance services, asset	View Details Monitor Mark Create New Watchlist

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