PORTFOLIOFLEX Trademark
PORTFOLIOFLEX is a USPTO trademark filed by BNY Mellon Advisors, Inc.. Status: Pending.
Trademark Facts
| Mark | PORTFOLIOFLEX |
|---|---|
| Serial Number | 99480537 |
| Status | Pending |
| Filing Date | 2025-11-05 |
| Mark Type | Word |
| Nice Classes | 036 (Financial Services), 042 (Software & IT) |
| Owner | BNY Mellon Advisors, Inc. |
Goods & Services
Class 036: Investment management; Investment advisory services; Financial portfolio management; Financial portfolio analysis services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial risk assessment services; Financial risk management; Class 042: Providing temporary use of online non-downloadable software for investors to access curated investment advisor recommendations and investment and asset allocation models on based user-specified criteria; providing temporary use of onl