INTELLIGENT PERSONALIZATION Trademark

Serial Number: 78034151

INTELLIGENT PERSONALIZATION is a trademark filed by ROCHDALE INVESTMENT MANAGEMENT INC. on November 7, 2000. The trademark is classified under Class 36 (Insurance & Financial). The application is currently no longer active.

Trademark Classes

36

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

ROCHDALE INVESTMENT MANAGEMENT INC. (5 trademarks)

New York, NY 10271

Entity Type: 03

Trademark Details

Filing Date

November 7, 2000

Registration Date

Not Registered

First Use Anywhere

July 21, 2000

First Use in Commerce

July 21, 2000

Goods & Services

Intelligent Personalization is the process of tailoring portfolio analysis and recommendations to the needs of the individual investor, taking into consideration time horizon, existing assets, tax sensitivity, cash flow needs, retirement planning and risk tolerance