CUSTOM PORTFOLIO PLANNING Trademark
CUSTOM PORTFOLIO PLANNING is a USPTO trademark filed by RBC DAIN RAUSCHER INC.. Status: Cancelled.
Trademark Facts
| Mark | CUSTOM PORTFOLIO PLANNING |
|---|---|
| Serial Number | 75083645 |
| Registration Number | 2133477 |
| Status | Cancelled |
| Filing Date | 1996-04-04 |
| Registration Date | 1998-01-27 |
| Mark Type | Word |
| Nice Classes | 036 (Financial Services) |
| Owner | RBC DAIN RAUSCHER INC. |
| Attorney of Record | Peter F. Weinberg |
| Prosecution Events | 24 |
| Latest Event | CAEX on 2021-10-22 |
Goods & Services
financial services, namely analyzing investors characteristics such as risk tolerance and financial goals and objectives, and providing asset allocation analyses to match the characteristics