RETIREMENT PLAN EFFICIENCY ANALYSIS
Mark Identification

RETIREMENT PLAN EFFICIENCY ANALYSIS

Serial Number

86082125

Filing Date

Oct 3, 2013

Registration Date

Jan 12, 2016

Trademark by

THE ADVISOR LAB LLC

Active Trademark

Classification Information

Providing investment tools to help financial advisors to identify prospective clients, generate reports, and prepare sales presentations, namely, providing financial indices based on selected groups of securities; providing solutions for financial advisors to operate more efficiently, namely, providing a web-based report that displays a side-by-side comparison of a current retirement plan design and performance against a proposed plan design whereby such comparison communicates features, benefits and overall impact of the proposed plan design's value proposition as customized with specific investment line-up and models for business or commercial purposes

Advertising and Business

Providing information, advice, and research services in the field of finance, financial investments, and the financial aspects of retirement; providing financial information services to financial advisors; financial portfolio analysis services

Insurance and Financial