Trademark Overview
On Wednesday, November 5, 2025, a trademark application was filed for PORTFOLIOFLEX with the United States Patent and Trademark Office. The USPTO has given the PORTFOLIOFLEX trademark a serial number of 99480537. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, November 5, 2025. This trademark is owned by BNY Mellon Advisors, Inc.. The PORTFOLIOFLEX trademark is filed in the Insurance & Financial Services and Computer & Software Services & Scientific Services categories with the following description:
Providing temporary use of online non-downloadable software for investors to access curated investment advisor recommendations and investment and asset allocation models on based user-specified criteria; providing temporary use of online non-downloadable software for investors to develop and manage customized investment portfolios; providing temporary use of online downloadable software for investors to access personalized financial news, market research, and investment strategies based on user-specified risk and tax preferences
Investment management; Investment advisory services; Financial portfolio management; Financial portfolio analysis services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial risk assessment services; Financial risk management
