AUGMENTED ADVICE Trademark
AUGMENTED ADVICE is a USPTO trademark filed by Apex Fintech Solutions LLC. Status: Pending.
Trademark Facts
| Mark | AUGMENTED ADVICE |
|---|---|
| Serial Number | 99092178 |
| Status | Pending |
| Filing Date | 2025-03-19 |
| Mark Type | Word |
| Nice Classes | 042 (Software & IT) |
| Owner | Apex Fintech Solutions LLC |
Goods & Services
Class 042 for Providing registered investment advisors with non-downloadable software for manual and automated portfolio rebalancing, account opening, sub-advising, direct indexing, data aggregation, customer relationship management, scheduling tools, financial clearing, taking custody of assets, account interfacing, investment model selection, investment model evaluation, trading, fee billing management, client prospecting.