Use GleanMark for a free trademark search powered by millions of USPTO records. See similar trademarks, filter results, and sign up for active monitoring.
Software as a service (SAAS) services featuring software for automated, algorithm-driven financial planning and investment management services assisting users in optimizing contributions to retirement accounts, identifying investment preferences, and generating customized, diversified investment portfolios; providing automated capabilities for dividend reinvestment, portfolio rebalancing, tax-loss harvesting, and dynamic risk adjustment based on proximity to retirement; and offering analytical reporting, criteria-based messaging, and personalized financial insights
On-line retail store services featuring apparel, tshirts, shorts, phone cases, bags, stickers, hoodies; On-line retail department store services | Educational services, namely, conducting classes, seminars, conferences, workshops, retreats, camps and field trips in the field of financial literacy, entrepreneurship and distribution of training material in connection therewith; Educational services, namely, providing training of seminars, workshops, courses for certification in the field of financial literacy, entrepreneurship
Class 042: Software as a service (SAAS) services featuring software for automated, algorithm-driven financial planning and investment management services assisting users in optimizing contributions to retirement accounts, identifying investment preferences, and generating customized, diversified investment portfolios; Software as a service (SAAS) services featuring software for automated financial decision making, namely, dividend reinvestment, portfolio rebalancing, tax-loss harvesting, and dynamic risk adjustment based on proximity to retirement; Software as a service (SAAS) services featuring software for providing analytical reporting, criteria-based messaging, and personalized financial insights
Software as a service (SAAS) services featuring software for automated, algorithm-driven financial planning and investment management services assisting users in optimizing contributions to retirement accounts, identifying investment preferences, and generating customized, diversified investment portfolios; providing automated capabilities for dividend reinvestment, portfolio rebalancing, tax-loss harvesting, and dynamic risk adjustment based on proximity to retirement; and offering analytical reporting, criteria-based messaging, and personalized financial insights.
Can openers, electric; Coffee grinders, other than hand-operated; Electric drills; Electric mixers; Electric nail pullers; Electric pizza cutters; Electric sweepers; Electric vacuum cleaners; Electric vacuum cleaners and their components; Electric whisks for household purposes; Fruit presses, electric, for household purposes; Hand-held vacuum cleaners; Power-driven wrenches; Screwdrivers, electric
Class 035: Recruitment (personnel -); recruitment and personnel management services; recruitment and placement services; recruitment consultancy services; recruitment consultants in the financial services field; recruitment of computer staff; recruitment of executive staff; recruitment of high-level management personnel; recruitment of temporary personnel; recruitment services; advisory services relating to personnel recruitment; assistance relating to recruitment and placement of staff; business recruitment consultancy; consultancy and advisory services relating to personnel recruitment; personnel recruitment consultancy; consultancy relating to personnel recruitment; executive recruitment services; human resources management and recruitment services; interviewing services [for personnel recruitment]; management advice relating to the recruitment of staff; permanent staff recruitment; professional recruitment services; providing information relating to employment recruitment; provision of information relating to recruitment; staff recruitment; staff recruitment consultancy services; staff recruitment services.
Software as a service (SAAS) services featuring software for use in completing a well-being index survey, strengths and values survey, and for setting personal goals all which utilize positive psychology for the purpose of aligning personal and financial well-being
Venture capital services, namely, seed funding, financial investment, and advisory services for start-up to late-stage companies; capital investment services, namely, investment of funds in venture capital, private equity, and publicly traded companies; and venture capital financing, fund management and advisory services for start-ups and existing businesses; Equity capital investment
Downloadable application software for use in accessing and managing financial investments; Exchange-traded fund management; financial investment in the field of securities; financial investments in the field of exchange-traded funds; financial investments in the field of mutual funds; financial management via the internet; financial planning and investment advisory services; management of portfolios comprising securities, exchange-traded funds and mutual funds; mutual fund brokerage services; mutual fund distribution; mutual fund investment services; mutual fund management and administration; online trading of securities, exchange-traded funds and mutual funds; providing on-line news in the field of finance and investment services
Investment management; financial advice; financial planning; automated securities brokerage; financial portfolio management; Providing temporary use of a non-downloadable web application for financial portfolio management and financial planning
[ Downloadable software in the nature of a mobile application featuring information to use in making financial decisions; and ] downloadable magazines featuring information to use in making financial decisions | [ Magazines featuring information to use in making financial decisions ] | Providing online non-downloadable magazines featuring information to use in making financial decisions
Downloadable computer software, namely, a collection of financial software modules containing investment logic for financial portfolio construction, optimization, and rebalancing, research analytics, performance analytics, back-testing, and attribution, and risk analytics; downloadable computer software platforms for use by asset managers and financial institutions for constructing, optimizing, and rebalancing investment portfolios, performing and consuming financial investment portfolio analytics, back-testing and associated performance analytics of financial investment portfolios, portfolio performance attribution, and risk analytics; downloadable computer software platforms for use by asset managers and financial institutions for use in financial asset management, financial portfolio risk management, financial regulatory reporting, portfolio optimization, financial portfolio management, financial portfolio construction and financial portfolio performance assessment, analysis, reporting, risk management, and risk model construction
FINANCIAL SERVICES IN THE NATURE OF INVESTMENT, PORTFOLIO MANAGEMENT AND SELECTION, CONSULTATION, ADVICE, INCLUDING BUT NOT LIMITED TO SECURITY AND RELATED SERVICES, INVESTMENT AND BROKERAGE SERVICES, FINANCIAL INVESTMENT IN THE FIELD OF SECURITIES AND SECURITIES BROKERAGE; IN ADDITION, BUT NOT LIMITED TO, PROVIDING ON-LINE INFORMATION IN THE FIELD OF FINANCIAL SERVICES, NAMELY STOCK QUOTATIONS, BOND QUOTATIONS, FINANCIAL MARKET COMMENTARIES, EARNINGS REPORTS, ECONOMIC REPORTS, REALTIME FINANCIAL MARKET ANALYSES, ECONOMIC AND MARKET FORECASTS, MARKET SECTOR RATINGS, HEADLINE NEWS, AND EMPLOYMENT FORECASTS BY MEANS OF A GLOBAL INFORMATION NETWORK; PROVIDING ACCESS TO ONLINE DIRECTORIES, INDICES, AND SEARCHABLE DATABASES RELATING TO A VARIETY OF INFORMATION AND DATA ON A WIDE VARIETY OF PRODUCTS AND SERVICES OVER AN ELECTRONIC COMMUNICATIONS NETWORK; PROVIDING INFORMATION IN A WIDE VARIETY OF FIELDS OVER AN ELECTRONIC COMMUNICATIONS NETWORK; PROVIDING INVESTMENT RESEARCH REPORTS AND FINANCIAL INFORMATION ELECTRONICALLY BY MEANS OF A GLOBAL COMPUTER INFORMATION NETWORK ELECTRONIC TRANSMISSION OF BUSINESS AND FINANCIAL INFORMATION ABOUT COMPANIES VIA COMPUTER TERMINALS; SERVICES ABOVE MAY BE PROVIDED BY METHODS INCLUDING, BUT NOT LIMITED TO, ELECTRONIC TRANSMISSION VIA A GLOBAL COMPUTER INFORMATION NETWORK
Education services, namely, providing classes, seminars, workshops, and meetings for insurance agents, brokers, high school and college students and faculty, and other persons interested in the insurance and financial industries
Class 036: Financial services, namely, financial investments in the field of securities, exchange traded funds in the nature of a financial exchange for the trading of securities, shares and options and other derivative products, mutual fund brokerage, mutual fund investment services, wealth management, securities, commodity, and investment brokerage, financial planning services, financial management services, investment management services, retirement investment planning services for purposes of meeting financial needs and goals, retirement and education needs, financial analysis and consultation
Class 035: Business advisory services, namely, for business management, relating to business acquisitions and relating to business organization; business management; business management consulting, including management buyout advice; business organisation consulting; business research; business appraisals; business planning; business information services, namely, provision of information and evaluation of business opportunities and business organization; acquisition and merger consultation; personnel recruitment and management; Class 036: Financial advisory services; financial management; mutual fund management; financial information, namely, providing information and advice in the field of finance, financial investments and financial evaluations; financial services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities; investment services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; investment company services, namely, asset acquisition, consultation, development and management services, investment and trust company services; financial guarantee services; fundraising, namely, business fundraising for others, charitable fundraising; advisory services relating to investment, venture and corporate capital financing
Downloadable software for modeling the goods and services from nature to help define how changes in an ecosystem's structure and function are likely to affect the flows and values of the ecosystem; Downloadable software for modeling the goods and services from nature to enable decision makers to assess quantified tradeoffs associated with alternative management choices; Downloadable software for modeling the goods and services of nature to identify areas where investment in natural capital can enhance human development and conservation | Providing online non-downloadable software for modeling the goods and services from nature to help define how changes in an ecosystem's structure and function are likely to affect the flows and values of the ecosystem; Providing online non-downloadable software for modeling the goods and services from nature to enable decision makers to assess quantified tradeoffs associated with alternative management choices; Providing online non-downloadable software for modeling the goods and services of nature to identify areas where investment in natural capital can enhance human development and conservation
Downloadable software for modeling the goods and services from nature to help define how changes in an ecosystem's structure and function are likely to affect the flows and values of the ecosystem; Downloadable software for modeling the goods and services from nature to enable decision makers to assess quantified tradeoffs associated with alternative management choices; Downloadable software for modeling the goods and services of nature to identify areas where investment in natural capital can enhance human development and conservation | Providing online non-downloadable software for modeling the goods and services from nature to help define how changes in an ecosystem's structure and function are likely to affect the flows and values of the ecosystem; Providing online non-downloadable software for modeling the goods and services from nature to enable decision makers to assess quantified tradeoffs associated with alternative management choices; Providing online non-downloadable software for modeling the goods and services of nature to identify areas where investment in natural capital can enhance human development and conservation
Class 036: Funds investment; Class 042: Providing a non-downloadable online platform in the nature of a website featuring technology that enables users to invest in funds; computer services, namely, hosting an interactive website that allows users to invest in funds
Providing research and information in the fields of financial planning, financial investments, personal finance, and real estate via a global computer network; Providing an online computer database in the fields of financial planning, financial investments, personal finance, and real estate
Class 036: Charitable fundraising and charitable services, namely, providing monetary contributions to not-for-profit or education based services in Western Greater Cleveland; financial consulting services in the area of philanthropy to individuals and charitable organizations and professional financial advisors
Real estate investment in the [ remediation, ] recovery and redevelopment of [ environmentally distressed ] real estate | [Consulting services [ and environmental remediation services, namely, soil, waste and/or water treatment services ] for the recovery and redevelopment of [ environmentally distressed ] real estate]
