DYNAMIC CUSTOM INDEX
Mark Identification

DYNAMIC CUSTOM INDEX

Serial Number

88620325

Filing Date

Sep 17, 2019

Trademark by

OPEN INVEST CO

Classification Information

Preparation of reports relating to finance and investments; Providing financial indices of select securities to enable consumers to evaluate investments and market trends in the securities market

Advertising and Business

Investment advice; Investment advice in the fields of public equities; Investment advisory services; Investment banking services; Investment by electronic means; Investment consultation; Investment consultation in the fields of public equities; Investment management; Investment management in the fields of public equities; Investment of funds for others; Investment of funds for others in the fields of public equities; Brokerage services for capital investments; Brokerage services in the field of securities and commodities investing; Capital investment services; Consultancy of capital investment; Equity capital investment; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial portfolio analysis services; Financial portfolio management; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial information provided by electronic means in the field of public equities; Financial management in the field of investment portfolios; Financial services in the nature of an investment security; 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, 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; Information, advisory, consultancy and research services relating to finance and investments; Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of a capital investment fund; Management of securities portfolios; 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, commentary and advice in the field of finance, financial investments and financial valuations; Provision of financial information relating to the finance industry involved in environmentally focused investments; Public equity investment management; Securities trading and investing services for others via the internet

Insurance and Financial