ASSETMARK
Filed: April 29, 1998
financial services, namely investment counseling and portfolio management
Owned by: ASSETMARK INVESTMENT SERVICES INC.
Serial Number: 75476754
EWEALTHMANAGER
Financial services, namely investment counseling
Owned by: ASSETMARK INVESTMENT SERVICES INC.
Serial Number: 76040046
DISTRIBUTION STRATEGIES
Financial planning services, namely, a plan that balances low, medium and high risk assets, primarily for retirement income…
Owned by: ASSETMARK INVESTMENT SERVICES INC.
Serial Number: 77001242
ASSETMARK FINANCIAL INDEPENDENCE CALCULATOR
Providing on-line financial calculators
Owned by: ASSETMARK INVESTMENT SERVICES INC.
Serial Number: 77012873
Image Trademark
financial services, namely investment counseling and portfolio management
Owned by: ASSETMARK INVESTMENT SERVICES INC.
Serial Number: 78059266
ASSETMARK FUNDS
Financial services, namely investment counseling and portfolio management
Owned by: ASSETMARK INVESTMENT SERVICES INC.
Serial Number: 78067796
NEW ACCOUNT WIZARD
Financial services, namely investment counseling and portfolio management
Owned by: ASSETMARK INVESTMENT SERVICES INC.
Serial Number: 78206875
PREMIER CONSULTANT
Educational services, namely an advanced-level seminar to train financial investment advisers
Owned by: ASSETMARK INVESTMENT SERVICES INC.
Serial Number: 78389067
CONSOLIDATED MANAGED ACCOUNT
Financial services, namely, a method of making investment decisions that takes into account a client's entire portfolio,…
Owned by: ASSETMARK INVESTMENT SERVICES INC.
Serial Number: 78475183
TAKING WEALTH MANAGEMENT TO THE NEXT LEVEL
Financial services, namely investment counseling
Owned by: ASSETMARK INVESTMENT SERVICES INC.
Serial Number: 78665599
ASSETMARK
Financial services, namely investment counseling and portfolio management
Owned by: ASSETMARK INVESTMENT SERVICES INC.
Serial Number: 78676729
P PREMIER CONSULTANT
Education services, namely, providing seminars in the field of financial investment counseling
Owned by: ASSETMARK INVESTMENT SERVICES INC.
Serial Number: 78715614
INCOME DISTRIBUTION STRATEGIES
A financial planning tool that balances low, medium and high risk assets, primarily for retirement income, marketed through…
Owned by: ASSETMARK INVESTMENT SERVICES INC.
Serial Number: 78930350
