PURPOSE ALIGNED PORTFOLIO/ PURPOSE ALIGNMENT METHOD - Trademark Details
Status: 622 - Misassigned Serial Number
Serial Number
85249635
Word Mark
PURPOSE ALIGNED PORTFOLIO/ PURPOSE ALIGNMENT METHOD
Status
622 - Misassigned Serial Number
Status Date
2011-02-28
Attorney Name
Statements
Indication of Colors claimed
The color(s) blue, green and orange is/are claimed as a feature of the mark.
Description of Mark
The mark consists of A circular (pie chart) graph separated into 3 categories: (1) Stability (blue), including Traditional Bonds and Inflation Protected Bonds; (2) Growth (green), featuring Core Equity and CFS Dynamic Equity, and including US Large Company, US Small Company, Foreign Developed Markets, Foreign Emerging Markets, Trending Sectors and Opportunities; and (3) Non-Traditional Strategies (orange).
Goods and Services
Credit and financial consultation; Financial administration of stock exchange trading of shares and other financial securities in financial markets; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analyses; Financial analysis and consultation; Financial analysis and research services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial consulting services, namely, expert analysis in finance; Financial counseling services, namely, helping others build a better working relationship with their money; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial forecasting; Financial information; Financial information and advisory services; Financial information and evaluations; Financial information processing; Financial information provided by electronic means; Financial information services provided on-line from a computer database or a global computer network, namely, providing information in the field of financial classification of companies and securities; Financial investment analysis and stock research; Financial investment brokerage services; Financial management; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial research; Financial research and equity research brokerage services; Financial research and information services; Financial risk management; Financial risk management consultation; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Financial trust planning; Insurance and financial information and consultancy services; Providing financial information; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information in the field of financial stock and equity markets; Providing investors with financial information; Strategic financial advisory services
Classification Information
International Class
36 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2011-02-26
Primary Code
036
Correspondences
Name
ANDREW M. CAPELLI
Address
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Trademark Events
Event Date | Event Description |
2011-02-26 | NEW APPLICATION ENTERED IN TRAM |