PORTFOLIO ANALYST trademarks under serial number 73823486. The goods are NAME OF A FINANCIAL PLANNING ASSET ALLOCATION SOFTWARE, ANY LITERATURE & ADVERTISING REFERRING TO SOFTWARE, ANY REPORT GENERATED BY THE SOFTWARE AND THE COMPUTER PROGRAM THAT PROVIDES THE ASSET ALLOCATION. Currently that trademark is represented by trademark attorney(s): .

PORTFOLIO ANALYST

USPTO Trademark Record · Serial No. 73823486

Trademark details

PORTFOLIO ANALYST is a trademark. Serial number of that application is 73823486.

It was initially claimed by H.D. VEST, INC. on 19890905.

That brand applies to the following goods and services:NAME OF A FINANCIAL PLANNING ASSET ALLOCATION SOFTWARE, ANY LITERATURE & ADVERTISING REFERRING TO SOFTWARE, ANY REPORT GENERATED BY THE SOFTWARE AND THE COMPUTER PROGRAM THAT PROVIDES THE ASSET ALLOCATION.

You can learn more about that trademark on the USPTO website: View the USPTO record

Services available

Service	Description	Our Fee	Gov. Fee
Statement of Actual Use for Your Trademark	Prepare and file a Statement of Actual Use for your Trademark with the USPTO.	$295	$150
Extension of Time to File Trademark SOU	Prepare and file an Extension of Time to File Statement of Use (EOT) with the USPTO.	$320	$125
Trademark Registration	One of our Attorneys will search, advise and file your new application. Service includes a short consultation with an attorney (over the phone or by email), up to 3 choices for your trademark name, and the correct classification of goods which will save you money! Application covers 1 International class of goods.	$649	$350
Trademark Renewal (Section 8 and Section 15 Affidavits; filed 5-6 year after registration) +Attorney of Record for 5 years, until next renewal	Prepare and File Trademark Renewal 5-6 year, including Section 8 Affidavit of Continuous Use; Section 15 Declaration of Incontestability, if applicable. +Attorney of Record for 5 years, until next renewal	$700	$575
Trademark Renewal 9-10 year+Attorney of Record for 10 years, until next renewal	Prepare and File Trademark Renewal 9-10 Year, including P Section 8 Affidavit of Continuous Use; Section 9 Application for Renewal. +Attorney of Record for 10 years, until next renewal	$700	$650
Response to Office Action - FREE estimate	Provide email with an estimated price for the response to the office action.	Vary	Vary
Consultation	Phone consultation/interview to begin preparation of a response and advise you on your issue. Further retained services will be reduced by this amount.	$400	Vary
All other issues	Phone consultation/interview to begin preparation of a response and advise you on your issue. Further retained services will be reduced by this amount.	$400	Vary
Estimate	Provide email with an estimated price for the requested service(s).	Vary	Vary
Licensing Agreement	Custom made trademark licensing or sharing agreements. From $600 -- request an estimate	$1,000	Vary
Assignment	Transfer of the trademark ownership. Assignments. From $400 -- request an estimate.	$400	$40
Extra Basis (Section 1(a) or 1(b)) for Foreign Applicants	Needed for foreign applicants: adds a second filing basis, Section 1(a) use in commerce or Section 1(b) intent to use, to an application based on a foreign registration (Section 44(e)) or foreign priority (Section 44(d)). If the home-country application is refused, withdrawn or delayed, the U.S. application proceeds on the Section 1 basis and keeps its filing date. No government fee.	$350	Vary

Questions about this trademark?

If you have questions or issues related to the PORTFOLIO ANALYST trademark — or to trademarks in general — our trademark attorneys can help. No appointment needed: call us or request a free estimate.