INVESTMENT ADVICE

Brand Owner (click to sort) Address Description
W SANDY SPRING BANK 17801 GEORGIA AVENUE
OLNEY MD 20832
Advice relating to investments; Brokerage services ...
W WATERMARK WEALTH STRATEGIES, LLC Watermark Wealth Strategies, L.L.C. 8377 E. Hartford Drive, Suite 110
Scottdale AZ 85255
Financial services, investment advice, investment management, ...
WABASHCAPITAL INVESTMENT MANAGEMENT SERVICES Wabash Capital, Inc. 2901 Ohio Blvd., Suite 242
Terre Haute IN 47803
investment advice
WALLSTREETIO Moet Productions, Inc. 180 Central Park South Suite 510
New York NY 10019
Investment advice, providing advice regarding stock ...
WALTON ST REAL ESTATE DEBT Walton Street Capital, L.L.C. Suite 1900
900 North Michigan Avenue
Chicago IL 60611
Financial services, investment advice, investment management, ...
WCM Winebrenner Capital Management LLC 10602 Timberwood Circle, Suite 13
Louisville KY 40223
Advice relating to investments; Financial advice; ...
WE ARE ARIZONA ZIONS BANCORPORATION Zions Bank Building, Suite 700
One South Main Street
Salt Lake City UT 84111
banking services; financial services, investment advice ...
WE BRING WALL STREET TO MAIN STREET StraightLine Group, LLC 1890 Crooks RoadSuite 310
Troy MI 48084
Investment advice
WE DO BUSINESS THE OLD FASHIONED WAY The Holland Group Incorporated 701 B St Ste 1830
San Diego CA 92101
Advice relating to investments; Annuity services, ...
WE KNOW WHAT WORKS ON WALL STREET Navellier & Associates, Inc. One E. Liberty, 3rd Floor
Reno NV 89501
investment advice
WE MAKE EVERY CLIENT MONEY EVERY YEAR, OR ELSE Dale Beals Financial Wisdom LLC 102 Jasmine Ct.
102 Jasmine Ct.
Gallatin TN 37066
Advice relating to investments; Financial planning ...
WE QUARTERBACK MONEY Higgins Capital Management, Inc. Suite 210
223 Avenida De La Playa
La Jolla CA 92037
Financial services, a total portfolio offering ...
WE SEE OPPORTUNITY Pacific Investment Management Company LLC 840 Newport Center Drive, Suite 100
Newport Beach CA 92660
FINANCIAL SERVICES, INVESTMENT MANAGEMENT, INVESTMENT ADVICE, ...
WEALTH BUILDING WEALTH Allegheny Capital Management, Inc. Suite 104
618 Beaver Street
Sewickley PA 15143
Investment advice and management; investment of ...
WEALTH BUILDING WEALTH Allegheny Capital Management, Inc. Suite 104
618 Beaver Street
Sewickley PA 15143
Financial services, investment advice, investment management, ...
WEALTH CHECK Jonathan S. Blank & Co., Inc. 110 Ratcliff Cove
Alpharetta GA 30022
Advice relating to investments; Financial advice; ...
WEALTH CONFIDENCE Bruno, Stephanie P. O. Box 13679
Denver CO 80201
Providing information and advice in the ...
WEALTH MANAGEMENT V Wealth Management LLC Suite 200
6800 College Blvd
Overland Park KS 66211
Financial services, investment advice, investment management, ...
WEALTH MANAGEMENT MATRIX Finestone Partners Suite 720E
9100 Wilshire Blvd
Beverly Hills CA 90212
Estate planning; Financial advice and consultancy ...
WEALTH SIMPLIFIED ECKELS & POLMATEER, LLC 7101 WISCONSIN AVENUE, SUITE 1200
BETHESDA MD 20814
Consulting services in the field of ...
WEALTHAVEN Margaret Holly Isdale 630 Winsford Rd
Bryn Mawr PA 19010
consulting services in business leadership, development ...
WEALTHFORGE WealthForge Holdings, Inc. Suite 118
501 E. Franklin St.
Richmond VA 23219
Clearing and reconciling financial transactions via ...
WEALTHGUARD Dr. Leonard Harac 5 Hickory Trail
Sparta NY 07871
Assistance in management of wealth, providing ...
WEALTHWISE Morton Capital Management 23945 Calabasas Road, Suite 203
23945 Calabasas Road, Suite 203
Calabasas CA 91302
PROVIDING FINANCIAL ADVICE AND INVESTMENT ADVICE, ...
WEALTHWISE FINANCIAL SERVICES LOREENG, Inc. 9070 Irvine Center Drive, #230
Irvine CA 92618
Providing financial and investment advice, personalized ...
WEALTHY GRAD Collegiate EmPowerment Mezzanine Suite
One South Third Street
Easton PA 18042
Educational services, conducting seminars, workshops, coaching ...
WEATHERSTONE CAPITAL MANAGEMENT Weatherstone Capital Management Suite 105
11152 Huron Street
Northglenn CO 80234
Financial services, investment advice, investment management, ...
WEBFORCE20 OnlineFC.com, Inc. 1133 Broadway
Suite 1323
New York NY 10010
Investment advice in the form of ...
WELLTH Michaud, Todd 780 Main Street
Haverhill MA 01830
Electronic financial service for the purchase ...
WELLTH Michaud, Todd 780 Main Street
Haverhill MA 01830
Electronic financial service for the purchase ...
WELLTH FINANCIAL Michaud, Todd 780 Main Street
Haverhill MA 01830
Electronic financial service for the purchase ...
WESPATH General Board of Pension and Health Benefits of The United Methodist Church, Incorporated in Illinois 1201 Davis Street
Evanston IL 60201
Financial services, management and administration of ...
WEST FINANCIAL SERVICES SANDY SPRING BANK 17801 GEORGIA AVENUE
OLNEY MD 20832
Advice relating to investments; Brokerage services ...
WEST PARK West Park Management Services Limited Charter Place, 1st Floor
JE
St. Helier JE23QL
Jersey
Financial and investment services, investment advice, ...
WESTERN LIBERTY BANK Global Consumer Acquisition Corp. 1370 Avenue of the Americas, 28th Floor
New York NY 10019
Financial advisory and consultancy services; Financial ...
WFS SANDY SPRING BANK 17801 GEORGIA AVENUE
OLNEY MD 20832
Advice relating to investments; Brokerage services ...
WHAT'S YOUR STRATEGY? BANK OF AMERICA CORPORATION 100 SOUTH TRYON STREET
CHARLOTTE NC 28255
Investment services, investment advice, investment brokerage, ...
WICKEDTRADER Ittude, Inc. 712 Bancroft Road #448
Walnut Creek CA 94598
Financial services, investment advice, investment management, ...
WIDE BRIDGE WIDE BRIDGE Suite 1530
410 Park Avenue
New York NY 10022
Agencies or brokerage for trading of ...
WIDE BRIDGE, INC. WIDE BRIDGE Suite 1530
410 Park Avenue
New York NY 10022
Banking consultation; Business brokerage services ...
WILBANKS SMITH & THOMAS Wilbanks Smith & Thomas Asset Management, LLC 150 West Main Street, Suite 1700
Norfolk VA 23510
Financial services, investment advice, investment management, ...
WIN BY LOSING LESS Allen, Ralph 7400 30th St. SE
Ada MI 49301
Financial administration of retirement plans; Financial ...
WINDBEAM CAPITAL MANAGEMENT, LLC Windbeam Capital Management, LLC 54 Board Road
Hewitt NJ 07420
Advice relating to investments; Capital investment ...
WINDING BROOK CAPITAL Winding Brook Capital, LLC Building Two, 5th Floor
628 Hebron Avenue
Glastonbury CT 06033
Financial services, investment advice, investment management, ...
WINDMILLS Windmills Capital, Inc. 2648 Appaloosa Trail
Wellington FL 33414
Financial and investment services, management ...
WINDSOR SECURITIES, INC. Windsor Securities, Inc. 1 Belmont Ave., Suite 519
Bala Cynwyd PA 19004
investment advice, securities brokerage/dealership and discretionary ...
WINEBRENNER CAPITAL MANAGEMENT LLC Winebrenner Capital Management LLC 10602 Timberwood Circle, Suite 13
Louisville KY 40223
Advice relating to investments; Financial ...
WINMAX WINMAX TRADING GROUP, INC. 429 Seabreeze Blvd.
Suite 227
Fort Landerdale FL 33316
investment advice
WISDOM WISDOM HOLDINGS, LLC 43 Barnes Lane
Chappaqua NY 10514
Banking and financing services; Equity capital ...
WISDOMPEAK WisdomPeak Investment Group, Inc. 3944 State Street, Suite 330
Santa Barbara CA 93105
Financial services, investment advice, investment management, ...
WISE RETIREMENT SOLUTIONS WEALTH MANAGEMENT INCOME PLANNING SECURITY / PROTECTION ESTATE PLANNING Tracy S. Bush 149 West Patrick St.
Frederick MD 21701
Financial and investment services, management ...
WIZ JemRock Organization LLC 992 East Seventh Street
Brooklyn NY 11230
Accounts receivables financing; Arranging of loans; ...
WOMENOMICS Goldman, Sachs & Co. 200 West Street
New York NY 10282
FINANCIAL SERVICES, INVESTMENT AND ASSET ADVISORY ...
WOODBINE Woodbine Capital Management LLC 16th Floor
499 Park Avenue
New York NY 10022
Financial services, investment advice, investment management, ...
WORLD-CLASS EXPERTISE. WORLD-WIDE OPPORTUNITY. Corbita Holdings, LLC 15601 Dallas Parkway, Suite 600
Addison TX 75001
International financial services, investment advice, investment ...
WORLD-CLASS EXPERTISE. WORLDWIDE OPPORTUNITY. Corbita Holdings, LLC 15601 Dallas Parkway, Suite 600
Addison TX 75001
International financial services, investment advice, investment ...
WORLDCAST FINANCIAL A SOLUTIONS FOCUSED FINACIAL SERVICES OFFERING WERNER F. SCOTT WorldCast Holdings, LLC PO Box 167904
Irving TX 75039
Financial services, investment advice, investment management, ...
WORLDWIDE CAPITAL MANAGEMENT Guentner, Patrick A 140 Elm
Wyandotte MI 48192
Advice relating to investments; Advising others ...
WORTH KNOWING Perkins Coie LLP Suite 4800
1201 Third Avenue
Seattle WA 981013099
Advice relating to investments; estate planning; ...
WPMS West Park Management Services Limited Charter Place, 1st Floor
JE
St. Helier JE23QL
Jersey
Financial and investment services, investment advice, ...
WST Wilbanks Smith & Thomas Asset Management, LLC 150 West Main Street, Suite 1700
Norfolk VA 23510
Financial services, investment advice, investment management, ...
WWW.CATIPARI.COM C. Christopher Trower 3159 Rilman Rd., N.W.
Atlanta GA 302811503
Financial services, investment advice, investment management, ...
WYNNEFIELD CAPITAL Wynnefield Capital, Inc. 450 7th Avenue, Suite 509
New York City NY 10123
Financial services, investment advice, investment management, ...
X VENTURES Blatt, Jeffrey Jay 3 Mallard Creek Trial
Henderson NV 89052
INVESTMENT ADVICE, CONSULTATION SERVICES, AND VENTURE ...
XCU INVESTMENT CENTER XCU Capital Corporation, Inc. 5962 La Place Court
Suite 210
Carlsbad CA 92008
providing investment services, investment security, investment ...
XCU INVESTMENT CENTER XCU Capital Corporation, Inc. 5962 La Place Court
Suite 210
Carlsbad CA 92008
providing investment services, investment security, investment ...
Y Gen Y Planning, LLC 3853 Georgia Avenue North
Crystal MN 55427
Financial services, investment advice, investment management, ...
YELLOWPARK GARDEN Denis A. Brosnan, Jr., LLC 236 Mt. Vernon Cove
Sandy Springs GA 30328
FINANCIAL SERVICES, INVESTMENT ADVICE, INVESTMENT MANAGEMENT, ...
YESFOREX.COM YESFOREX LLC 4220 Wells Drive
Parlin NJ 08859
Financial services, investment advice, investment management, ...
YORKVILLE ADVISORS Yorkville Advisors, LLC 101 Hudson St. Suite 3700
Jersey City NJ 07302
Financial services, investment advice, investment management, ...
YORKVILLE ADVISORS Yorkville Advisors, LLC 101 Hudson St. Suite 3700
Jersey City NJ 07302
Capital investment consulting; Equity capital investment; ...
YOU CONTROL THE JOURNEY Cambridge Investment Research, Inc. 1776 Pleasant Plain Road
Fairfield IA 52556
INVESTMENT ADVICE AND BROKER/DEALER SERVICES IN ...
YOU LIVE YOUR DREAM; WE'VE GOT YOUR BACK. MVP Tax Group, LLC 9430 Forest Wood Lane
Manassas VA 20110
estate and asset protection services, financial ...
YOU'RE WELCOME HERE! PeoplesBank, a Codorus Valley Company 105 Leader Heights Road
York PA 17043
Banking and financial services, financial planning ...
YOU'RE WELCOME HERE! PeoplesBank, a Codorus Valley Company 105 Leader Heights Road
York PA 17043
Banking and financial services, financial planning ...
YOU'VE GOT GOALS WE'LL HELP YOU REACH THEM. T. ROWE PRICE GROUP, INC. 100 EAST PRATT STREET
BALTIMORE MD 21202
House mark for providing a full ...
YOU'VE GOT GOALS WE'LL HELP YOU REACH THEM. T. Rowe Price Group, Inc. 100 East Pratt Street
Baltimore MD 21202
House mark for providing a full ...
YOUR GLOBAL INVESTMENT AUTHORITY Management One Franchising Corp. 620 Newport Center Drive Suite 1100
Newport Beach CA 92660
Financial services, investment management, investment advice, ...
YOUR GOALS, OUR EXPERTISE Topel & DiStasi Wealth Management Suite 111
2907 Claremont Ave
Berkeley CA 94705
Financial services, investment advice, investment management, ...
YOUR GOALS. OUR STRATEGY. SANDY SPRING BANK 17801 Georgia Avenue
Olney MD 20832
Advice relating to investments; Brokerage services ...
YOUR INTEREST IS OUR CONCERN Financial Services Center, The 3433 South Johnson
San Angelo TX 76904
Advice relating to investments; Brokerage services ...
YOUR LIFE. YOUR WEALTH. YOUR PLAN. Brian Douglas Mitchell 6303 Waterford Blvd., Suite 100
Oklahoma City OK 73118
Administration of employee pension plans; Advice ...
YOUR PERSONAL CHIEF FINANCIAL OFFICER Private Wealth CFOs LLC STE 700
3 Bethesda Metro Center
Bethesda MD 20814
Financial advisory and consultancy services; Financial ...
YOUR RETIREMENT SPECIALIST. Dendy, William Edward 5420 LBJ Freeway, Ste 275
Dallas TX 75240
Equity capital investment; Estate planning; Estate ...
Z CAPITAL PARTNERS Z Capital Partners Suite 300
150 Field Drive
Lake Forest IL 60045
Financial services, investment advice, investment management, ...
ZACHARY INVESTMENT RESEARCH Zachary Investment Research & Management LLC 407 Lincoln Road, Suite 12-S
Miami Beach FL 33139
Advice relating to investments; Financial services ...
ZACKS FRAUD Fitzer, Gary A. PO Box 78349
Charlotte NC 282717030
Advice relating to investments; Financial ...
ZAHAV Paul, Ari 4 Landing Lane
Princeton Junction NJ 08550
Financial and investment services, management ...
ZEVIN ASSET MANAGEMENT ZEVIN ASSET MANAGEMENT INC. 50 CONGRESS STREET, SUITE 1040
BOSTON MA 02109
financial services, investment advice, investment management, ...
ZHONG HAN INDICES Guo, Peng 716 Beacon Street, #590446
Newton MA 02459
Advice relating to investments; Banking ...
ZIEGLER CAPITAL INVESTMENTS ADVICE The Ziegler Companies, Inc. 200 South Wacker Drive, Suite 2000
Chicago IL 60606
Financial services, capital investment consulting, investment ...
ZIONS INVESTMENT SERVICES GROUP Contango Capital Advisors, Inc. 1608 Fourth Street
Berkeley CA 94710
Financial services, credit and loan services ...
ZUMACARD Star Strategic Partners, LLC gaston@star-strategic.com
5537 Newcastle Lane
Calabasas CA 91302
Assuming financial risk of others by ...
ZYX CHANGE METHOD Arora, Nigam 9652 Bayview Court
Indianapolis IN 46256
Advice relating to investments; Financial planning ...
 

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

   
Technical Examples
  1. The invention is in the field of using a computer to provide automated investment allocation advice, selection of investment securities, customization of the automated advice, execution of investment securities, maintenance/monitoring of investment portfolios and rebalancing of investment portfolios. A user is connected to the Internet. The user connects to the portfolio management program (PMP) host computer through the Internet. The user completes a questionnaire that the PMP uses to generate a suitable investment allocation and specific portfolio strategy recommendation. The user reviews the strategy and specific information about the strategy. The information is transmitted across the Internet to the user. The information transmitted includes historic and/or hypothetical performance, historical and/or hypothetical holdings, current securities selections of the strategy, and a description of the strategy's selection methodology. The user, after making appropriate reviews, makes a decision to purchase the instruments in that portfolio. Now the user sees a list of instruments provided by the PMP host computer. The list of stocks is ordered by the degree to which they satisfy the requirements of the strategy. The user can then make the decision whether to accept, reject, or replace any individual security in the generated list or add an individual security. For example, the user can reject a security in the strategy and ask the PMP host computer to replace it with the next security that best fits. Once the user has approved the content of the proposed portfolio, the user enters an amount that the user will invest in accordance with the strategy. The PMP will allocate the investment amount across all the securities in the strategy. The user may authorize the PMP to purchase these selections through their qualified broker. The user may monitor the performance of these instruments subsequent to purchase through the PMP. The user may receive news, alerts, and/or research related materials for these instruments through the PMP. The user may authorize the PMP to rebalance their investments periodically to an updated list of instruments matching the selected strategy. The user may select a rebalance method that optimizes the tax consequences or the strategy adherence. The user has the ability to accept, reject, or replace any individual security in the generated list or add an individual security as part of the rebalance. The user can set up automatic email notification of rebalance dates or to have the PMP vote the proxy of the shares. The owner of the PMP host computer collects a payment for this service.