Legal Representation
Attorney
Roman Vayner
Application History
2 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Oct 1, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Oct 1, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Financial services, namely, financial analysis, financial illustration, financial projections, and evaluation of fixed income financial products ; Providing financial recommendations for fixed income financial products based on client financial profiles and retirement goals; Financial consultation services in the nature of suitability analysis and replacement advice for fixed income financial products ; Financial analysis and comparison of fixed income financial products, including fee structures, surrender charges, and benefit features; Financial services, namely, database-driven selection of fixed income financial products and portfolio optimization, all provided for financial advisors, insurance professionals, and wealth management firms
Classification
International Classes
036