| FUNDVISUALIZER Putnam Retail Management, LP
87807161 22 Feb 2018 | on 18 May 2024
| Providing temporary use of a web-based software application for use in... Class 009 Class 009 Computer & Software Products & Electrical & Scientific Products FUND VISUALIZER Class 042 Class 042 Computer & Software Services & Scientific Services Providing temporary use of a web-based software application for use in financial data analysis and investment portfolio modeling | | | EXPECT MORE FROM RETIREMENT PUTNAM RETAIL MANAGEMENT, LP
85853333 19 Feb 2013 | on 09 Feb 2024
| Mutual fund investment, administration, distribution, brokerage, and i... Class 036 Class 036 Insurance & Financial Services Mutual fund investment, administration, distribution, brokerage, and investment advisory services; financial services, namely, investment management, financial management, financial analysis, consultation, and financial planning services; financial services, namely, administration of transactions by funds involving securities, stocks, funds, equities, bonds, or other types of financial investments; management of portfolios comprising securities; financial services, namely, mutual fund, sector fund and exchange traded fund investment services; financial services, namely, financial planning, wealth planning, financial asset management, and financial asset protection; financial services, namely, investment planning for retirement; financial services, namely, financial analysis, consultation, management and planning services; retirement plan administration services; financial administration and investment management services; providing financial news and information, information about retirement planning, investment account information, research in the fields of investment and finance, and information about mutual fund performance; providing financial information by electronic means | | | PUTNAM BIOREVOLUTION Putnam Retail Management, LP
97421006 20 May 2022 | on 22 Aug 2023
| Financial advisory, planning and management services; Mutual fund and ... Class 036 Class 036 Insurance & Financial Services Financial advisory, planning and management services; Mutual fund and exchange traded fund (ETF) investment, brokerage, management, and distribution services; Mutual fund and exchange traded fund (ETF) administration services and investment advice and consultation services; financial services, namely, investment management, financial management, financial analysis, consultation, management and planning services; financial planning; securities brokerage services; money management in the financial field; financial administration of retirement plans administration services; financial administration of investment accounts and investment management services; providing financial news and information, financial information about retirement planning, investment account information, research in the fields of investment and finance, and information about mutual fund and exchange traded fund (ETF) performance; providing financial information by electronic means; providing personalized investment information, investment account management and securities brokerage services, all by means of wireless communication devices and by means of the Internet; dissemination of financial information relating to the transition from work to retirement or from one job to another; providing online information about securities prices; financial advisory services; research in the field of investments and finance | | | FUNDVISUALIZER PUTNAM RETAIL MANAGEMENT, LP
85383706 28 Jul 2011 | on 11 Aug 2023
| Providing temporary use of a web-based software application for use in... Class 042 Class 042 Computer & Software Services & Scientific Services Providing temporary use of a web-based software application for use in financial data analysis and investment portfolio modelling | | | PUTNAM DYNAMIC LOW VOLATILITY EXCESS RETURN INDEX Putnam Retail Management, LP
88884496 23 Apr 2020 | on 07 Dec 2021
| Providing and updating a financial index of securities values and clas... Class 035 Class 035 Advertising, Business & Retail Services "LOW VOLATILITY EXCESS RETURN INDEX" | | | TARGETDATEVISUALIZER Putnam Retail Management, LP
88822631 05 Mar 2020 | on 19 Jan 2021
| Providing temporary use of a web-based software application for use in... Class 042 Class 042 Computer & Software Services & Scientific Services Providing temporary use of a web-based software application for use in financial data analysis and investment portfolio modeling | | | A WORLD OF INVESTING Putnam Retail Management, LP
77625925 03 Dec 2008 | on 20 Feb 2020
| Mutual fund investment, brokerage and distribution services; mutual fu... Class 036 Class 036 Insurance & Financial Services "INVESTING" | | | RETIREMENTREADY Putnam Retail Management, LP
76419218 10 Jun 2002 | on 13 Dec 2024 | Arranging and conducting training seminars and workshops in the areas ... Class 041 Class 041 Education and Entertainment Services Arranging and conducting training seminars and workshops in the areas of investment and wealth management, namely, retirement savings, asset allocation, rollover planning, income planning, distribution planning, tax savings, charitable giving, education planning, and estate planning | | | RETIREMENTREADY Putnam Retail Management, LP
76419024 10 Jun 2002 | on 04 Oct 2024 | Printed materials, namely, sales and marketing publications and course... Class 016 Class 016 Paper Goods and Printed Material Printed materials, namely, sales and marketing publications and course materials in the fields of investment and wealth management, namely, retirement savings, asset allocation, rollover planning, income planning, distribution planning, tax savings, charitable giving, education planning, and estate planning | | | RETIREMENTREADY Putnam Retail Management, LP
76419219 10 Jun 2002 | on 05 Jul 2024 | Mutual fund investment, brokerage and distribution services; mutual fu... Class 036 Class 036 Insurance & Financial Services RETIREMENT READY | |