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Brands and Their Owners
| 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 |
| Brand: |
DATA LINK |
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| Description: | DATA PROCESSING SERVICES BETWEEN BRANCH AND MAIN OFFICES REGARDING CLIENT ACCOUNTS;DATA; |
| Category: | DATA PROCESSING SERVICES BETWEEN BRANCH |
| Brand: |
EXCLUSIVE (K) |
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| Description: | Financial services, namely, management and administration of 401(k) self directed retirement plans;EXCLUSIVE K;EXCLUSIVE; |
| Category: | FINANCIAL SERVICES |
| Brand: |
EXECUTIVE (K) |
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| 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 |
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| Description: | FINANCIAL PLANNING SERVICES; |
| Category: | FINANCIAL PLANNING SERVICES |
| Brand: |
INCOME GROWTH SAFETY |
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| 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 |
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| 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. |
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| Description: | Financial services, namely a mutual fund having a variety of separate investment portfolios; |
| Category: | FINANCIAL SERVICES |
| Brand: |
TRI.VEST |
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| Description: | Administering Retirement Plans for Others; |
| Category: | ADMINISTERING RETIREMENT PLANS FOR OTHERS |
| Brand: |
UNITED ASSET STRATEGY FUND, INC. |
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| Description: | Financial services, namely management of diversified investments;ASSET STRATEGY FUND, INC.; |
| Category: | FINANCIAL SERVICES |
| Brand: |
UNITED CONTINENTAL INCOME FUND, INC. |
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| Description: | Financial services, namely management of diversified investments;CONTINENTAL INCOME FUND, INC.; |
| Category: | FINANCIAL SERVICES |
| Brand: |
UNITED GOVERNMENT SECURITIES FUND, INC. |
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| 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. |
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| 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 |
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| Description: | Financial services, namely management of diversified investments;SMALL CAP FUND, INC.; |
| Category: | FINANCIAL SERVICES |
| Brand: |
W&R TARGET PATHFINDER AGGRESSIVE PORTFOLIO |
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| Description: | Financial services, namely, mutual fund investments;WADDELL AND REED TARGET PATHFINDER AGGRESSIVE PORTFOLIO; |
| Category: | FINANCIAL SERVICES |
| Brand: |
W&R TARGET PATHFINDER CONSERVATIVE PORTFOLIO |
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| 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 |
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| 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 |
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| 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 |
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| Description: | Financial services, namely, mutual fund investments;WADDELL AND REED TARGET PATHFINDER MODERATELY CONSERVATIVE PORTFOLIO; |
| Category: | FINANCIAL SERVICES |
| Brand: |
WADDELL & REED |
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| 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 |
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| 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 |
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| Description: | Financial planning services for others; |
| Category: | FINANCIAL PLANNING SERVICES OTHERS |
| Brand: |
WADDELL & REED INVESTMENTS |
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| 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 |
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| Description: | Financial Analysis Services and Providing Financial Reports to Others; |
| Category: | FINANCIAL ANALYSIS SERVICES PROVIDING |