FINANCIAL INVESTMENT ADVISORY SERVICES

Brand Owner (click to sort) Address Description
484WALL THE BANK OF NEW YORK MELLON CORPORATION 225 Liberty Street New York NY 10286 financial and investment advisory services; financial asset management services;484 WALL;
484WALL CAPITAL MANAGEMENT THE BANK OF NEW YORK MELLON CORPORATION 225 Liberty Street New York NY 10286 financial and investment advisory services; financial asset management services;484 WALL CAPITAL MANAGEMENT;CAPITAL MANAGEMENT;
4SIGHT AMERICAN INTERNATIONAL GROUP, INC. AIG (Intellectual Property Legal) PO Box 728 New York NY 101080728 Financial and investment advisory services in the fields of annuities, retirement plans and life insurance products;
ACCUMULATE CAPITAL FOR TOMORROW Retirement Plan and Service Corp 10300 SW Greenburg Rd., Ste. 487 Portland OR 97223 financial investment and advisory services in the field of retirement plans; providing financial information in the field of retirement planning; retirement plan management and administration services;
ACT NOW Retirement Plan and Service Corp 10300 SW Greenburg Rd., Ste. 487 Portland OR 97223 financial investment and advisory services in the field of retirement plans; providing financial information in the field of retirement planning; retirement plan management and administration services;
ADVANTA ADVANTA GLOBAL SERVICES LTD Suite 31A, Malta Financial and investment advisory services in the fields of loss adjusting, forensic accounting, risk engineering and quantity surveying, and excluding banking services, mortgage lending services and financial administration of retirement plans or self-directed individual retirement account services; real estate investment management; insurance consultancy; reinsurance claims processing; insurance claims processing; financial social security claims administration against risks of accidents at work and occupational diseases; insurance brokerage services and insurance claims liquidation in the fields of maritime, land, life, accident, and fire insurance; insurance estimates; consultations, advice and information by any means in the field of insurance; services of deposit of securities; consultancy services, consultations and information on insurance brokerage and insurance liquidators; provision of financial risk of loss advice to loss adjusters; insurance claims liquidation services; official insurance clearance being insurance claims processing; loss adjustment services for insurance claims processing purposes; insurance risk studies for insurance brokerage purposes; processing of insurance claims; insurance risk management; processing of insurance claims settlements; insurance claims adjustment services; risk analysis services in insurance; financial information services in the fields of loss adjusting, forensic accounting, risk engineering and quantity surveying, and excluding financial information relating to banking services, mortgage lending services and financial administration of retirement plans or self-directed individual retirement account services; consulting and advice in relation to all the aforementioned;
AFRICINDEX Afrifinance 432 Park Avenue S. 4th Floor New York NY 10016 Financial and investment advisory services; financial and investment information services; financial consultation and research; rating services, namely, providing ratings regarding performance of securities and investments; financial data and stock research;
AIG AMERICAN INTERNATIONAL GROUP, INC. AIG (Intellectual Property Legal) PO Box 728 New York NY 101080728 Financial investment and advisory services in the fields of annuities, retirement plans and life insurance products;
AIG AMERICAN INTERNATIONAL GROUP, INC. AIG (Intellectual Property Legal) PO Box 728 New York NY 101080728 Financial investment and advisory services in the fields of annuities, retirement plans and life insurance products;
AIG ADVISOR GROUP AMERICAN INTERNATIONAL GROUP, INC. AIG (Intellectual Property Legal) PO Box 728 New York NY 101080728 Financial investment and advisory services in the fields of annuities, retirement plans and life and health insurance products;AMERICAN INTERNATIONAL GROUP ADVISOR GROUP;ADVISOR GROUP;
AIG AMERICAN GENERAL INDEPENDENT ADVISOR NETWORK AMERICAN INTERNATIONAL GROUP, INC. AIG (Intellectual Property Legal) PO Box 728 New York NY 101080728 Financial investment and advisory services in the fields of annuities, retirement plans and life and health insurance products;AMERICAN GENERAL INDEPENDENT ADVISOR NETWORK;INDEPENDENT ADVISOR NETWORK;
AIG EMPLOYEE'S CHOICE ANNUITY AMERICAN INTERNATIONAL GROUP, INC. AIG (Intellectual Property Legal) PO Box 728 New York NY 101080728 Financial investment and advisory services in the fields of annuities, retirement plans and life insurance products;AMERICAN INTERNATIONAL GROUP EMPLOYEES CHOICE ANNUITY;Employee's Choice Annuity;
AIG FINANCIAL ADVISORS AMERICAN INTERNATIONAL GROUP, INC. AIG (Intellectual Property Legal) PO Box 728 New York NY 101080728 Financial investment and advisory services in the fields of annuities, retirement plans, and life and health insurance products;AMERICAN INTERNATIONAL GROUP FINANCIAL ADVISORS;FINANCIAL ADVISORS;
AIG RETIREMENT SERVICES AMERICAN INTERNATIONAL GROUP, INC. AIG (Intellectual Property Legal) PO Box 728 New York NY 101080728 Financial investment and advisory services in the fields of mutual funds, annuities, retirement plans and estate planning services;AMERICAN INTERNATIONAL GROUP RETIREMENT SERVICES;RETIREMENT SERVICES;
AIG STABLE GROWTH 7 ANNUITY AMERICAN INTERNATIONAL GROUP, INC. AIG (Intellectual Property Legal) PO Box 728 New York NY 101080728 Financial investment and advisory services in the field of annuities;AMERICAN INTERNATIONAL GROUP STABLE GROWTH 7 ANNUITY;STABLE GROWTH and ANNUITY;
AIG VALIC'S SPECTRUM AMERICAN INTERNATIONAL GROUP, INC. AIG (Intellectual Property Legal) PO Box 728 New York NY 101080728 Financial investment and advisory services in the fields of annuities, retirement plans, and life insurance products;AMERICAN INTERNATIONAL GROUP VALICS SPECTRUM;
AIG VALIC'S SPECTRUM RETIREMENT PROGRAM AMERICAN INTERNATIONAL GROUP, INC. AIG (Intellectual Property Legal) PO Box 728 New York NY 101080728 Financial investment and advisory services in the fields of annuities, retirement plans, and life insurance products;AMERICAN INTERNATIONAL GROUP VALICS SPECTRUM RETIREMENT PROGRAM;RETIREMENT PROGRAM;
ALTEGRIS 40 INDEX ALTEGRIS SERVICES 1200 Prospect Street, Suite 400 La Jolla CA 92037 Financial and investment advisory services; Financial and investment information services; Financial consultation and research; Rating services, namely, regarding performance of commodities and investments; Providing and updating indexes of commodities values; Financial data and commodity research;40 INDEX;
AMERICAN GENERAL AMERICAN INTERNATIONAL GROUP, INC. AIG (Intellectual Property Legal) PO Box 728 New York NY 101080728 Financial investment and advisory services in the fields of annuities, retirement plans and life insurance products;
ANNUITY CONNECTION Anthony Thomas 789 6th ave san diego CA 92101 Financial investment and advisory services in the field of annuities;ANNUITY;
ANOTHER GREAT PERFORMER KEMPER FINANCIAL SERVICES, INC. 120 SOUTH LASALLE STREET CHICAGO IL 60603 financial investment advisory services;
ANSA Ansa Capital Management 225 Broadhollow Road, Suite 213 Melville NY 11747 Financial investment and advisory services in the fields of venture capital and growth equity; investment management services in the fields of venture capital and growth equity; providing venture capital, development capital, private equity and investment financing and funding; financial investment, investment management, and advisory services in the field of public equity;
AQUILA MANAGEMENT CORPORATION AQUILA DISTRIBUTORS, INC. 380 Madison Avenue Suite 2300 New York NY 10017 financial and investment advisory services and mutual fund services, namely, mutual fund brokerage, mutual fund distribution and mutual fund investment;AQUILA MANAGEMENT CORPORATION;The English translation of AQUILA is eagle.;MANAGEMENT CORPORATION;The lining is a feature of the mark and does not indicate color.;
ARCHER Archer Advisory Services, Inc. 15450 New Barn Road Miami Lakes FL 330142199 financial investment advisory services;
ATLAS CAPGLO Atlas SPV 1801 E. 51st St., Bldg. C, Ste #365-161 Austin TX 78723 Financial investment advisory services; financial portfolio monitoring; providing information in the field of finance;
ATLAS CAPITAL GLOBAL Atlas SPV 1801 E. 51st St., Bldg. C, Ste #365-161 Austin TX 78723 Financial investment advisory services; financial portfolio monitoring; providing information in the field of finance;
BAY ISLAND CAPITAL Bay Island Capital 208 Bentley Square Mountain View CA 94040 Financial and investment advisory services; Financial services, namely, wealth management services;CAPITAL;
BB&K Bailard, Biehl & Kaiser, Inc. 950 Tower Lane Suite 1900 Foster City CA 944042131 Financial and Investment Advisory Services;
BEVERLY HILLS PRIVATE WEALTH Toscana Riviera 9663 Santa Monica Blvd. #180 Beverly Hills CA 90210 financial and investment advisory services; estate planning; financial planning; investment planning; providing insurance risk management services; financial retirement planning; tax planning; tax strategy;
BLUEPRINT TO BUILDING BUSINESS AMERICAN INTERNATIONAL GROUP, INC. AIG (Intellectual Property Legal) PO Box 728 New York NY 101080728 Financial investment and advisory services in the fields of annuities, retirement plans and life insurance products;
BRANCHNET LPL FINANCIAL 75 State Street, 22nd Floor Boston MA 02109 Financial investment advisory services; investment management services involving the managing, analyzing, tracking, organizing and structuring of investments; financial information provided by electronic means, namely, online investment information services;BRANCH NET;
BRAZOS MUTUAL FUNDS Brazos Mutual Funds 5949 Sherry Lane, Suite 1560 Dallas TX 75225 Financial and investment advisory services, namely, mutual funds investment;MUTUAL FUNDS;The English translation of the word BRAZOS is arms.;
BROADVIEW ADVISORS Broadview Advisors Suite 2500 100 E. Wisconsin Avenue Milwaukee WI 53202 financial investment and advisory services;BROAD VIEW ADVISORS;
BULL-ET MERRILL LYNCH & CO., INC. 4 WORLD FINANCIAL CENTER NEW YORK NY 10080 Financial investment and advisory services, namely services provided by electronic means to institutional investors and corporations surrounding financial planning; securities underwriting, trading, and brokering; investment banking and advisory services; trading of foreign exchange, commodities and derivatives; and financial investment research services;BULLET;
CARTIGA Wells Fargo & Company 9th floor 90 S. 7th Street Minneapolis MN 55402 financial investment and advisory services, namely, mutual fund brokerage, mutual fund distribution, mutual fund investment, and investment advisory services; agencies in the field of bonds and other securities; agencies or brokerage for trading of securities, securities index futures, securities options, and overseas market securities futures; capital investment consultation; equity capital investment; financial advice; financial analysis and consultation; financial planning consultation; financial research and information services; financial services, namely, investment fund transfer and transaction services; investment advice;
COMPLIANCE ADVANTAGE ENVESTNET, INC. Suite 2400 35 East Wacker Drive Chicago IL 60601 Financial investment advisory services, namely, evaluation and analysis of fee disclosure reporting requirements and retirement plan cost evaluations;COMPLIANCE;
CONCORD INVESTMENT Concord Holdings 150 S. Wacker Drive Chicago IL 60606 FINANCIAL AND INVESTMENT ADVISORY SERVICES;INVESTMENT;
CONSELLO Consello c/o Fross Zelnick Lehrman & Zissu, P.C. 151 W. 42nd Street, 17th Fl New York NY 10036 Financial investment advisory services; investment advisory services; investment management services; financial brokerage investment services;
CONSTELLATION AMERICAN INTERNATIONAL GROUP, INC. AIG (Intellectual Property Legal) PO Box 728 New York NY 101080728 Financial investment and advisory services in the fields of annuities, retirement plans and life insurance products;
CONSTELLATION CHOICES AMERICAN INTERNATIONAL GROUP, INC. AIG (Intellectual Property Legal) PO Box 728 New York NY 101080728 Financial investment and advisory services in the fields of annuities, retirement plan and life insurance products;
CU/ALM-WARE Brick & Associates, Inc. 1400 Abbott Road East Lansing MI 48823 financial investment advisory services;
DIRECT MARKETS ONLINE MERRILL LYNCH & CO., INC. 4 WORLD FINANCIAL CENTER NEW YORK NY 10080 Financial investment and advisory services, namely services that are available electronically to institutions and corporations surrounding financial planning; securities underwriting, trading and brokering; investment banking and advisory services; trading of foreign exchange, commodities and derivatives; and research services;DIRECT MARKETS ON LINE;
DIRECTMARKELTS.COM MERRILL LYNCH & CO., INC. 4 WORLD FINANCIAL CENTER NEW YORK NY 10080 Financial investment and advisory services, namely services that are available electronically to institutions and corporations surrounding financial planning; securities underwriting, trading and brokering; investment banking and advisory services; trading of foreign exchange, commodities and derivatives; and research services;DIRECTMARKETS COM;
DOUGLASS PARK Harrison Rayford 263 W 122nd Street #6 New York NY 10027 Financial investment advisory services; fund investment services; fund investment consultation; funds investment; investment of funds for others;
EARTH DIVIDEND Earth Capital Partners LLP 3rd Floor, 34 St James's St London SW1 United Kingdom Financial and investment advisory services; capital investment advisory services; financial portfolio management and advisory services; management and investment advice related to a capital investment fund; private equity fund investment services; financial investments and analyses in the fields of renewable energy, clean technologies and sustainable agriculture;DIVIDEND;
EARTH DIVIDEND Earth Capital Partners LLP 3rd Floor, 34 St James's St London SW1 United Kingdom Financial and investment advisory services; capital investment advisory services; financial portfolio management and advisory services; management and investment advice related to a capital investment fund; private equity fund investment services; financial investments and analyses in the fields of renewable energy, clean technologies and sustainable agriculture;DIVIDEND;
ECOVESTED Hank Erler 2280 Micro Place Escondido CA 92029 Financial and investment advisory services relating to environmentally sustainable projects and environmentally friendly companies;ECO VESTED; ECO INVESTED;
ENVESTNET FIDUCIARY ADVANTAGE ENVESTNET, INC. Suite 2400 35 East Wacker Drive Chicago IL 60601 Financial investment advisory services, namely, evaluation and analysis of factors for investment selection;FIDUCIARY;
ERS SCORE ENVESTNET, INC. Suite 2400 35 East Wacker Drive Chicago IL 60601 Financial investment advisory services, namely, evaluation and analysis of factors for investment selection;SCORE;
FD INC. RIAL OGDEN ASSOCIATES, INC. 59 ELM STREET NEW HAVEN CT 06510 FINANCIAL AND INVESTMENT ADVISORY SERVICES;INC.;
FIDUCIARY ADVANTAGE ENVESTNET, INC. Suite 2400 35 East Wacker Drive Chicago IL 60601 Financial investment advisory services, namely, evaluation and analysis of factors for investment selection;FIDUCIARY;
FIDUCIARY ASSURE EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA 8525 E. Orchard Rd. 2T3 Greenwood Village CO 80111 financial and investment advisory services; fiduciary services;FIDUCIARY;
FIRST NETWORK MCORP 945 Enterprise Drive, Loft C Sacramento CA 95825 FINANCIAL AND INVESTMENT ADVISORY SERVICES;
FISCAL DYNAMICS INCORPORATED RIAL OGDEN ASSOCIATES, INC. 59 ELM STREET NEW HAVEN CT 06510 FINANCIAL AND INVESTMENT ADVISORY SERVICES;FISCAL AND INCORPORATED;
FIVE TEN Bell Wilder Group 39 Cottage Street Wellesley MA 02482 Financial investment advisory services and financial investment in real estate;
GO4INCOME.COM Financial Investors, Inc. 237 Park Avenue Suite 801 New York NY 10017 FINANCIAL INVESTMENT ADVISORY SERVICES;
GREAT PERFORMANCE RUNS IN THE FAMILY KEMPER FINANCIAL SERVICES, INC. 120 SOUTH LASALLE STREET CHICAGO IL 60603 financial investment advisory services;
GREENPORT FINANCIAL ADVISERS INC. Greenport Financial Advisers Inc. 6215 FRANK AVE NW NORTH CANTON OH 44720 Financial Investment Advisory Services;FINANCIAL ADVISERS INC.;
GROWING FORWARD NUVEEN INVESTMENTS, INC. 333 West Wacker Drive Chicago IL 60606 Financial investment advisory services in the field of equity securities;
HEAD OF THE BOARD Chavers, Terence S 8446 Carlton Way Los Angeles CA 90069 Financial and investment advisory services, namely, securities trading, electronic financial trading services, brokerage of stocks and bonds, providing financial information and research, online financial advice and personal investment advice, foreign exchange transactions, commodity brokerage and commodity exchange, private equity capital investment, online trading of financial instruments, shares, options and other derivative products, and financial portfolio management services all offered together in a fee-based program;Business advisory services, consultancy and information;
JS FINANCIAL CAPITAL MANAGEMENT JS Financial, Inc. 1 South 280 Summit Suite B-4 Oakbrook Terrace IL 60181 Financial and Investment Advisory Services;FINANCIAL CAPITAL MANAGEMENT;
LCP INVESTMENTS Logan Circle Partners, L.P. 15th Floor 1717 Arch Street Philadelphia PA 19103 Financial and investment advisory services;LOGAN CIRCLE PARTNERS INVESTMENTS;INVESTMENTS;
LCPIM Logan Circle Partners, L.P. 15th Floor 1717 Arch Street Philadelphia PA 19103 financial and investment advisory services;
LEÓN, MAYER & CO. LEÓN, MAYER & Co. 600 Brickell Avenue, Suite 300A Miami FL 33131 Financial and investment advisory services; real estate acquisition services, namely, financing and investment related services for commercial properties;LEÓN, MAYER AND COMPANY;& CO;
LM LEÓN, MAYER & Co. 600 Brickell Avenue, Suite 300A Miami FL 33131 Financial and investment advisory services; real estate acqusition services, namely, financing and investment related services for commercial properties;LEÓN MAYER;
LM LEÓN, MAYER & Co. 600 Brickell Avenue, Suite 300A Miami FL 33131 Financial and investment advisory services;LEÓN MAYER;
LOGAN CIRCLE PARTNERS Logan Circle Partners, L.P. 15th Floor 1717 Arch Street Philadelphia PA 19103 financial and investment advisory services;PARTNERS;
LOGAN CIRCLE PARTNERS Logan Circle Partners, L.P. 15th Floor 1717 Arch Street Philadelphia PA 19103 financial and investment advisory services;PARTNERS;
MERRILL INVEST BANK OF AMERICA CORPORATION 100 North Tryon Street Charlotte NC 28255 Financial investment and advisory services available electronically to institutions and corporations surrounding financial planning; securities underwriting, trading and brokering; investment banking and advisory services; trading of foreign exchange, commodities and derivatives for others; and financial investment research services;INVEST;
MERRILL LYNCH DIRECT MARKETS MERRILL LYNCH & CO., INC. 4 WORLD FINANCIAL CENTER NEW YORK NY 10080 Financial investment and advisory services, namely services that are available electronically to institutions and corporations surrounding financial planning; securities underwriting, trading and brokering; investment banking and advisory services; trading of foreign exchange, commodities and derivatives; and research services;
MIDLAND GLOBAL MARKETS MIDLAND BANK PLC 27/32 POULTRY LONDON EC2P2BX financial investment and advisory services;
NAVIDIAN Wells Fargo & Company 9th floor 90 S. 7th Street Minneapolis MN 55402 financial investment and advisory services, namely, mutual fund brokerage, mutual fund distribution, mutual fund investment, and investment advisory services; agencies in the field of bonds and other securities; agencies or brokerage for trading of securities, securities index futures, securities options, and overseas market securities futures; capital investment consultation; equity capital investment; financial advice; financial analysis and consultation; financial planning consultation; financial research and information services; financial services, namely, investment fund transfer and transaction services; investment advice;
NAVIGATOR ASSET MANAGEMENT Clark Capital Management Group Inc. Mellon Bank Center 1735 Marker Street, 34th Floor Philadelphia PA 19103 financial and investment advisory services in the field of stocks and mutual funds;ASSET MANAGEMENT;
NCRAM Nomura Holding America, Inc. Worldwide Plaza 309 West 49th Street New York NY 100197316 financial investment advisory services in the field of securities;NC RAM;
NORTH SOUND North Sound Capital 3 Greenwich Office Park Greenwich CT 06831 Financial and Investment Advisory Services and Investment Fund Services;
NORTH SOUND CAPITAL North Sound Capital 3 Greenwich Office Park Greenwich CT 06831 Financial and Investment Advisory Services;CAPITAL;
NORTH SOUND INVESTMENTS DMG Advisors 53 Forest Avenue Suite 202 Old Greenwich CT 06870 Financial and investment advisory services;
OPTAS OPTAS 235 Montgomery Street, Suite 1201 San Francisco CA 94104 financial and investment advisory services; estate planning; investment planning; real estate financial planning; financial retirement planning;The English translation of OPTAS in the mark is YOU CHOOSE.;
PATTERN RECOGNITION Earnest Partners 2870 Pharr Court South NW No. 1905 Atlanta GA 30305 FINANCIAL AND INVESTMENT ADVISORY SERVICES;
PILGRIM Pilgrim Group, Inc. Two Renaissance Square Phoenix AZ 850044424 Financial investment advisory services in the area of asset management;
PLANTOACT Retirement Plan and Service Corp 10300 SW Greenburg Rd., Ste. 487 Portland OR 97223 financial investment and advisory services in the field of retirement plans; providing financial information in the field of retirement planning; retirement plan management and administration services;PLAN TO ACT;
PLATINUM INCOME ANNUITY AMERICAN INTERNATIONAL GROUP, INC. AIG (Intellectual Property Legal) PO Box 728 New York NY 101080728 Financial investment and advisory services in the fields of annuities and retirement plans;INCOME ANNUITY;
PLATINUM LIFESTYLE SECURE INCOME ANNUITY AMERICAN INTERNATIONAL GROUP, INC. AIG (Intellectual Property Legal) PO Box 728 New York NY 101080728 Financial investment and advisory services in the fields of annuities and retirement plans;LIFESTYLE and INCOME ANNUITY;
POLARIS ADVANTAGE AMERICAN INTERNATIONAL GROUP, INC. AIG (Intellectual Property Legal) PO Box 728 New York NY 101080728 Financial investment and advisory services in the fields of annuities and retirement plans;
POLARIS AMERICA AMERICAN INTERNATIONAL GROUP, INC. AIG (Intellectual Property Legal) PO Box 728 New York NY 101080728 Financial investment and advisory services in the fields of annuities, retirement plans [ and life insurance products ];AMERICA;
POLARIS CHOICE AMERICAN INTERNATIONAL GROUP, INC. AIG (Intellectual Property Legal) PO Box 728 New York NY 101080728 Financial investment and advisory services in the fields of annuities, retirement plans [and life insurance products];
POLARIS INCOME REWARDS AMERICAN INTERNATIONAL GROUP, INC. AIG (Intellectual Property Legal) PO Box 728 New York NY 101080728 Financial investment and advisory services in the fields of annuities, retirement plans and life insurance products;INCOME;
POLARIS PLATINUM AMERICAN INTERNATIONAL GROUP, INC. AIG (Intellectual Property Legal) PO Box 728 New York NY 101080728 Financial investment and advisory services in the fields of annuities, retirement plans [ and life insurance products ];
POLARIS PLUS AMERICAN INTERNATIONAL GROUP, INC. AIG (Intellectual Property Legal) PO Box 728 New York NY 101080728 Financial investment and advisory services in the fields of annuities, retirement plans [and life insurance products];
POLARIS PROTECTOR AMERICAN INTERNATIONAL GROUP, INC. AIG (Intellectual Property Legal) PO Box 728 New York NY 101080728 Financial investment and advisory services in the fields of annuities, retirement plans [ and life insurance products ];
PORTFOLIOS THAT CHANGE THE WORLD MicroPlace, Inc. 2145 Hamilton Avenue San Jose CA 95125 Financial investment and advisory services in the field of micro credit loans to address poverty by enabling the extension of small loans to entrepreneurs too poor to qualify for traditional bank loans;PORTFOLIOS;
PRIMA ALLOCATION GUIDE Prima Portfolio Services, Inc. Suite 2300 South 600 17th Street Denver CO 80202 Financial and investment advisory services, namely, assisting in the delivery of investment advice and providing information in the field of diversification and financial analysis of investment portfolios;ALLOCATION GUIDE;
PRIMA ALLOCATIONGUIDE Prima Portfolio Services, Inc. Suite 2300 South 600 17th Street Denver CO 80202 Financial and investment advisory services, namely, assisting in the delivery of investment advice and providing information in the field of diversification and financial analysis of investment portfolios;PRIMA ALLOCATION GUIDE;ALLOCATION GUIDE;
PRIMARY SOURCE BANK OF AMERICA CORPORATION 100 North Tryon Street Charlotte NC 28255 Financial investment and advisory services, namely, financial planning; securities underwriting, trading and brokering; investment banking and advisory services; securities brokerage and trading services featuring foreign securities, commodities and derivatives; and financial investment research services;
RBAA THE BANK OF NEW YORK MELLON 240 Greenwich Street New York NY 10286 Financial and investment advisory services; financial asset management services;
READY FOR WHAT'S NEXT STANDISH MELLON ASSET MANAGEMENT COMPANY Mellon Financial Center One Boston Place Boston MA 021084408 FINANCIAL AND INVESTMENT ADVISORY SERVICES;READY FOR WHAT IS NEXT;
RENEWITY Renewity Limited 40c Wightman Road London N41RU United Kingdom financial and investment advisory services in the field of renewable energy investing;
REPOETF Acacia Group 825 Third Avenue, 35th Floor New York NY 10022 Financial investment advisory services, investment brokerage and mutual fund investment services in the fields of exchange traded funds, notes, or products of repurchase agreement contracts; issuance and provision of financial products and investment products in the nature of exchange traded funds, notes, or products of repurchase agreement contracts; creation, management, issuance and provision of securities portfolios of exchange traded funds, notes, or products of repurchase agreement contracts; on-line trading of financial instruments, shares, options, and securities of exchange traded funds, notes, or products of repurchase agreement contracts; provision of information and data concerning financial instruments, shares, options, and securities of exchange traded funds, notes, or products of repurchase agreement contracts; all of the foregoing pertaining to domestic and foreign commodities, currencies, debt and equity securities, and other financial assets; and advisory, consultancy and information services, all relating to the aforesaid;Advertising; marketing services; business management; business administration; office functions in the nature of maintaining records of ownership of financial instruments, investment products and securities; compilation and provision of trade, business price and statistical information; advisory, consultancy and information services, all relating to the aforesaid;
REPOETF Acacia Group 825 Third Avenue, 35th Floor New York NY 10022 Financial investment advisory services, investment brokerage, and mutual fund investment; issuance and provision of financial products and investment products in the nature of exchange traded funds and notes; creation, management, issuance and provision of securities portfolios; on-line trading of financial instruments, shares, options, and other financial securities; provision of information and data concerning financial instruments, shares, options, and other financial securities; and advisory, consultancy and information services, all relating to the aforesaid;Advertising; marketing services; business management; business administration; office functions in the nature of maintaining records of ownership of financial instruments, investment products and securities; compilation and provision of trade, business price and statistical information; advisory, consultancy and information services, all relating to the aforesaid;
RESOURCES FOR RETIREMENT National Penn Capital Advisors, Inc. 95 N. Broad Street Doylestown PA 18901 Financial and investment advisory services in the field of retirement plans, and services related thereto, namely, providing financial information relating to 401(k) vendors to retirement plan sponsors and providing financial information in the field of retirement planning to retirement plan participants;RETIREMENT;
 

Where the owner name is not linked, that owner no longer owns the brand

   
Technical Examples
  1. A method and system performs an analysis to compare and evaluate the performance of an investment portfolio The method and system includes processes performed on the financial data for each stock in the investment portfolio followed by a fundamental financial analysis. The fundamental financial analysis includes a negative base number inclusion process relating to stocks in the investment portfolio and uses financial data for the stocks that is selected from comparable time periods for each of the stocks, thereby generating a more accurate evaluation of the investment portfolio.