Mark Identification

SMART INVESTOR

Serial Number

75835959

Filing Date

Oct 29, 1999

Trademark by

CHARLES SCHWAB & CO. INC.

Classification Information

Providing information and analysis in the fields of finance, economics, investment, business, financial planning, and investment strategy; providing information and analysis in the fields of finance, economics, investment, business, financial planning, and investment strategy by online means; providing a website which allows clients to use portfolio management services and tools, decision making tools and investment research tools; providing news, research, and databases in the fields of investing, finance, financial planning, and investment strategy, via a global communications network; providing news in the fields of government, economics, business, and current events that relates to financial planning and investing, via a global communications network

Insurance and Financial

Providing on-line forums and bulletin boards for discussions relating to finance, investment, financial planning, portfolio management, investment strategy and retirement planning

Telecommunications

Educational services, namely, conducting classes, seminars, conferences, and workshops in the fields of investment, finance, economics, business, financial planning, portfolio management, retirement planning, money management, investment strategy, and asset allocation

Education and Entertainment