Serial Number
86082125
Owner
PCS RETIREMENT, LLCAttorney
Camille M. MillerFirst Use Date
Dec 31, 2009
Filing Date
Oct 3, 2013
RETIREMENT PLAN EFFICIENCY ANALYSIS Trademark
Serial Number: 86082125 • Registration: 4887043
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
Camille M. Miller Cozen O'Connor
1650 Market Street, Suite 2800
One Liberty Place
Philadelphia, PA 19103
United States
Trademark Details
Filing Date
October 3, 2013
Registration Date
January 12, 2016
First Use Anywhere
December 31, 2009
First Use in Commerce
December 31, 2009
Goods & Services
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
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
