EDELMAN FINANCIAL ENGINES OPTIMIZED PORTFOLIO SOLUTIONS
Mark Identification

EDELMAN FINANCIAL ENGINES OPTIMIZED PORTFOLIO SOLUTIONS

Serial Number

97927100

Filing Date

May 9, 2023

Trademark by

EDELMAN FINANCIAL ENGINES LLC

Classification Information

financial consultancy services in the nature of financial advice, analysis, education, and guidance; investment advisory services; investment management, planning, and advice services; financial analysis and research services; investment advisory services featuring the management of an account holder's investments to provide a periodic payment at a predetermined level to the account holder; providing information via a global computer network in the fields of finance, money management, financial planning, and financial investments; financial services, namely, financial planning, financial planning for retirement, financial investment analysis, financial portfolio analysis services, financial research, and financial consultations featuring recommendations for selecting specific financial instruments; financial services offered via a global computer network, namely, financial planning, financial investment analysis, financial portfolio analysis services, financial research, and financial consultations featuring recommendations for selecting specific financial instruments; financial planning services; financial investment for others in the fields of securities, mutual funds financial retirement trust management services; financial asset administration; financial asset management, namely, asset acquisition, asset utilization, and asset allocation services for others; fiduciary representative services; funds investment, namely, high-yield cash and liquid asset management

Insurance and Financial