WADDELL & REED, INC.

 WADDELL & REED, INC. contact information is shown below
Owner:WADDELL & REED, INC.
Owner Address:c/o LPL Financial LLP 75 State Street, 22nd Floor Boxton MA 02109
Owner Web Site
Owner Phone
Owner Toll Free
Owner Fax

 

Brands Owned byWADDELL & REED, INC.

Brand:

DATA LINK

Description:

DATA PROCESSING SERVICES BETWEEN BRANCH AND MAIN OFFICES REGARDING CLIENT ACCOUNTS;DATA;

Category: DATA PROCESSING SERVICES BETWEEN BRANCH
Brand:

EXCLUSIVE (K)

Description:

Financial services, namely, management and administration of 401(k) self directed retirement plans;EXCLUSIVE K;EXCLUSIVE;

Category: FINANCIAL SERVICES
Brand:

EXECUTIVE (K)

Description:

Financial services, namely, management and administration of 401(k) self directed retirement plans;EXECUTIVE K;EXECUTIVE;

Category: FINANCIAL SERVICES
Brand:

HELPING PEOPLE MAKE THE MOST OF THEIR FINANCIAL FUTURE

Description:

FINANCIAL PLANNING SERVICES;

Category: FINANCIAL PLANNING SERVICES
Brand:

INCOME GROWTH SAFETY

Description:

No claim is made to the exclusive right to use Income, Growth or Safety, apart from the mark as shown.;Administering Retirement Plans for Others;

Category: NO CLAIM MADE
Brand:

TAKING PLANNING PERSONALLY

Description:

Financial services, namely, advice relating to investments, asset management, and cash management; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; personalized portfolio offerings comprised of both separate accounts and mutual funds for equity and fixed income investment; investment advisory services; investment of funds for others; distribution of shares of investment companies and other pooled investment vehicles, namely, mutual funds and variable insurance funds; distribution of retirement, life insurance, disability and variable annuity products; insurance brokerage;

Category: FINANCIAL SERVICES
Brand:

TARGET/UNITED FUNDS, INC.

Description:

Financial services, namely a mutual fund having a variety of separate investment portfolios;

Category: FINANCIAL SERVICES
Brand:

TRI.VEST

Description:

Administering Retirement Plans for Others;

Category: ADMINISTERING RETIREMENT PLANS FOR OTHERS
Brand:

UNITED ASSET STRATEGY FUND, INC.

Description:

Financial services, namely management of diversified investments;ASSET STRATEGY FUND, INC.;

Category: FINANCIAL SERVICES
Brand:

UNITED CONTINENTAL INCOME FUND, INC.

Description:

Financial services, namely management of diversified investments;CONTINENTAL INCOME FUND, INC.;

Category: FINANCIAL SERVICES
Brand:

UNITED GOVERNMENT SECURITIES FUND, INC.

Description:

Financial services, namely management of investments in a diversified portfolio of debt securities issued or guaranteed by the U.S. government or its agencies or instrumentalities;GOVERNMENT SECURITIES FUND, INC.;

Category: FINANCIAL SERVICES
Brand:

UNITED HIGH INCOME FUND, INC.

Description:

Financial services, namely management of investments in a diversified portfolio of high-yield, high risk, fixed-income securities;HIGH INCOME FUND, INC.;

Category: FINANCIAL SERVICES
Brand:

UNITED SMALL CAP FUND, INC

Description:

Financial services, namely management of diversified investments;SMALL CAP FUND, INC.;

Category: FINANCIAL SERVICES
Brand:

W&R TARGET PATHFINDER AGGRESSIVE PORTFOLIO

Description:

Financial services, namely, mutual fund investments;WADDELL AND REED TARGET PATHFINDER AGGRESSIVE PORTFOLIO;

Category: FINANCIAL SERVICES
Brand:

W&R TARGET PATHFINDER CONSERVATIVE PORTFOLIO

Description:

Financial services, namely, mutual fund investments;W AND R TARGET PATH FINDER CONSERVATIVE PORTFOLIO;

Category: FINANCIAL SERVICES
Brand:

W&R TARGET PATHFINDER MODERATE PORTFOLIO

Description:

Financial services, namely, mutual fund investments;WADDELL AND REED TARGET PATH FINDER MODERATE PORTFOLIO;

Category: FINANCIAL SERVICES
Brand:

W&R TARGET PATHFINDER MODERATELY AGGRESSIVE PORTFOLIO

Description:

Financial services, namely, mutual fund investments;WADDELL AND REED TARGET PATH FINDER MODERATELY AGGRESSIVE PORTFOLIO;

Category: FINANCIAL SERVICES
Brand:

W&R TARGET PATHFINDER MODERATELY CONSERVATIVE PORTFOLIO

Description:

Financial services, namely, mutual fund investments;WADDELL AND REED TARGET PATHFINDER MODERATELY CONSERVATIVE PORTFOLIO;

Category: FINANCIAL SERVICES
Brand:

WADDELL & REED

Description:

WADDELL AND REED;Financial planning services; financial services, namely, investment, [ management and administration ] of mutual funds, individual retirement accounts, and other investments; mutual fund advisory services; mutual fund brokerage services; mutual fund distribution services; [ establishing and administering funds for others; mutual fund investment management and consultation services; shareholder services, namely, transfer agency services, distributing dividends to shareholders and shareholder account servicing; ] information, advisory, consultancy and research services relating to finance and investments [ ; investment services, namely, asset acquisition, consultation, development and management services ];

Category: WADDELL REED
Brand:

WADDELL & REED FINANCIAL ADVISORS

Description:

WADDELL AND REED FINANCIAL ADVISORS;Financial services, namely, advice relating to investments, asset management, and cash management; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; personalized portfolio offerings comprised of both separate accounts and mutual funds for equity and fixed income investment; investment advisory services; investment of funds for others; distribution of shares of investment companies and other pooled investment vehicles, namely, mutual funds and variable insurance funds; providing information by means of a website in the field of investment and investment management; distribution of retirement, life insurance, disability and variable annuity products; insurance brokerage; and financial sponsorship of athletic competitions and sporting and entertainment events;FINANCIAL ADVISORS;

Category: WADDELL REED FINANCIAL ADVISORS
Brand:

WADDELL & REED FOCUSPLAN

Description:

Financial planning services for others;

Category: FINANCIAL PLANNING SERVICES OTHERS
Brand:

WADDELL & REED INVESTMENTS

Description:

WADDELL AND REED INVESTMENTS;Financial services, namely, investment management and administration of college savings plans; investment advisory services; investment of funds for others; investment management for investment companies and other pooled investment vehicles, namely, mutual funds and variable insurance funds;INVESTMENTS;

Category: WADDELL REED INVESTMENTS
Brand:

YOU OWE IT TO YOURSELF

Description:

Financial Analysis Services and Providing Financial Reports to Others;

Category: FINANCIAL ANALYSIS SERVICES PROVIDING