Trademark Overview
On Thursday, July 25, 2024, a trademark application was filed for ALLIO SMART PORTFOLIOS with the United States Patent and Trademark Office. The USPTO has given the ALLIO SMART PORTFOLIOS trademark a serial number of 98667476. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, July 25, 2024. This trademark is owned by Allio Fintech Corporation. The ALLIO SMART PORTFOLIOS trademark is filed in the Computer & Software Products & Electrical & Scientific Products and Insurance & Financial Services categories with the following description:
Software application for mobile and web enabled devices for brokerage and trading of investments, securities, stocks, bonds, capital investments, commodities, and equities; Software application for mobile and web enabled devices for providing information in the field of finance, securities trading, and investments; Software application for mobile and web enabled devices enabling consumers to make, process, and transfer investments directly into financial portfolios; Software application for mobile and web enabled devices enabling consumers to manage personal financial accounts, monitor financial transactions, account balances, and goals, and receive investment advisory and brokerage services
Providing financial services for others, namely, management of personal financial accounts, monitoring of financial transactions and account balances, investment advisory services, brokerage of financial securities, budgetary and financial goal services; Providing saving, retirement, and investment accounts for others; Providing investment research and investment recommendations for others; Providing financial advising and information for others by electronic means in the field of financial accounts, budgeting, securities trading, and investments
