GleanMark

CUSTOM PORTFOLIO PLANNING Trademark

CUSTOM PORTFOLIO PLANNING is a USPTO trademark filed by RBC DAIN RAUSCHER INC.. Status: Cancelled.

Trademark Facts

MarkCUSTOM PORTFOLIO PLANNING
Serial Number75083640
Registration Number2131444
StatusCancelled
Filing Date1996-04-04
Registration Date1998-01-20
Mark TypeWord
Nice Classes009 (Electronics & Software)
OwnerRBC DAIN RAUSCHER INC.
Attorney of RecordPeter F. Weinberg
Prosecution Events24
Latest EventCAEX on 2021-10-22

Goods & Services

computer software for providing financial analysis and user manuals distributed therewith, namely computer software for analyzing investors' characteristics such as risk tolerance and financial goals and objectives, and formulating matching asset allocation analyses

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