Stock broker social-professional website system

• US 20100114795A1
• Filed: 10/31/2008
• Published: 05/06/2010
• Est. Priority Date: 10/31/2008
• Status: Abandoned Application

• Current Assignee: Paul H. Botwick, Robert P. Hudson
• Original Assignee: Paul H. Botwick, Robert P. Hudson
• Inventors: Hudson, Robert P., Botwick, Paul H.
• Application Number:
  US12/290,471
• Publication Number:
  US 20100114795A1
• Time in Patent Office: Days
• US Class Current: 705/36.R
• CPC Class Codes: G06Q 30/00 Commerce
• CPC Class Codes: G06Q 30/0207 Discounts or incentives, e.g. coupons or rebates
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes
• CPC Class Codes: G06Q 40/06 Asset management; Financial planning or analysis
• CPC Class Codes: G06Q 50/01 Social networking

Abstract

A broker social-professional website Internet system for registered stock brokers and investment brokers includes: A) a website and at least one host server, the website having sufficient software to provide a first level of use, a second level of use, a broker-related professional information center, and capacity to verify a professional broker member'"'"'s approval by independent verification, either from a second, independent website or from stored, updated third party verification data. The first level of use, a professional broker member level, enables a professional broker to use the website to become a verified member, and, once verified, to input personal data and professional data. The second level of use for a second level user includes viewing features and at least some read only features for a user who is not a verified member, and, thus, a second level user. The broker-related professional information center provides at least one feature selected from the group consisting of a knowledge base, a blog, a chat room, a one-on-one chat room within the first level, a one-on-one chat room that includes the first level and the second level.

Claims

1. A broker social-professional website Internet system for registered stock brokers and investment brokers, comprising:

A) a website and at least one host server hosting said website and providing internet access thereto, said website having at least sufficient software to provide;

a) a first level of use that is a professional broker member level that enables a professional broker to use said website to become a verified member, and, once verified as a member, and, thus, a first level user, to input personal data and professional data;

b) a second level of use for a second level user that includes viewing features and at least some read only features for a user who is not a verified member, and, thus, a second level user;

c) a broker-related professional information center providing at least one feature selected from the group consisting of a knowledge base, a blog, a chat room, a one-on-one chat room within said first level, a one-on-one chat room that includes said first level and said second level;

d) means for verifying professional broker member'"'"'s approval by matching a submitting professional broker'"'"'s data with data from a second website; and

,

B) said second website, being independent of said first website, said second website having a list of all registered professional brokers.

2. A broker social-professional website Internet system for registered stock brokers and investment brokers of claim 1 wherein said website has sufficient software to provide a classified ad section for first level users to post classified ads.

3. A broker social-professional website Internet system for registered stock brokers and investment brokers of claim 2 wherein said website has sufficient software to provide classified ad response capabilities for first level users and second level users.

4. A broker social-professional website Internet system for registered stock brokers and investment brokers of claim 1 wherein said website has sufficient software to provide first level user broker profiles including creating a profile and editing profile features.

5. A broker social-professional website Internet system for registered stock brokers and investment brokers of claim 1 wherein said website has sufficient software to retrieve, store and present current and historical stock market data.

6. A broker social-professional website Internet system for registered stock brokers and investment brokers of claim 1 wherein said website has sufficient software to provide an investment recommendations sector for first level users and to provide first level users an investment recommendations sector input capability that is available as read only for second level users.

7. A broker social-professional website Internet system for registered stock brokers and investment brokers of claim 1 wherein said website has sufficient software to provide an internal search feature to permit any user to search for a parameter selected from the group consisting of an investment, a fund, a stock, a subject area and a particular broker.

8. A broker social-professional website Internet system for registered stock brokers and investment brokers of claim 1 wherein said website has sufficient software to provide a job posting feature and a resume posting feature to assist first level users to review and seek employment opportunities.

9. A broker social-professional website Internet system for registered stock brokers and investment brokers of claim 1 wherein said website has sufficient software to provide a job searching feature for first level users that includes at least one search choice selected from the group consisting of job type, company name, job location and combinations thereof.

10. A broker social-professional website Internet system for registered stock brokers and investment brokers of claim 1 wherein said website has sufficient software to capture any particular user'"'"'s incoming email address and convert it to a code for potential use by other authorized users wherein said other authorized users may rely upon said code to email said particular user without direct knowledge of that particular user'"'"'s email.

11. A broker social-professional website Internet system for registered stock brokers and investment brokers, comprising:

a website and at least one host server hosting said website and providing internet access thereto, said website having at least sufficient software to provide;

a) a first level of use that is a professional broker member level that enables a professional broker to use said website to become a verified member, and, once verified as a member, and, thus, a first level user, to input personal data and professional data;

b) a second level of use for a second level user that includes viewing features and at least some read only features for a user who is not a verified member, and, thus, a second level user;

c) a broker-related professional information center providing at least one feature selected from the group consisting of a knowledge base, a blog, a chat room, a one-on-one chat room within said first level, a one-on-one chat room that includes said first level and said second level;

d) means for verifying professional broker member'"'"'s approval by matching a submitting professional broker data with data from a separate third party source, wherein said data from said third party source is updated periodically and is verification data to confirm that a first level user is a licensed or registered professional within a scope of said first level user professional broker membership.

12. A broker social-professional website Internet system for registered stock brokers and investment brokers of claim 11 wherein said website has sufficient software to provide a classified ad section for first level users to post classified ads.

13. A broker social-professional website Internet system for registered stock brokers and investment brokers of claim 12 wherein said website has sufficient software to provide classified ad response capabilities for first level users and second level users.

14. A broker social-professional website Internet system for registered stock brokers and investment brokers of claim 11 wherein said website has sufficient software to provide first level user broker profiles including creating a profile and editing profile features.

15. A broker social-professional website Internet system for registered stock brokers and investment brokers of claim 11 wherein said website has sufficient software to retrieve, store and present current and historical stock market data.

16. A broker social-professional website Internet system for registered stock brokers and investment brokers of claim 11 wherein said website has sufficient software to provide an investment recommendations sector for first level users and to provide first level users an investment recommendations sector input capability that is available as read only for second level users.

17. A broker social-professional website Internet system for registered stock brokers and investment brokers of claim 11 wherein said website has sufficient software to provide an internal search feature to permit any user to search for a parameter selected from the group consisting of an investment, a find, a stock, a subject area and a particular broker.

18. A broker social-professional website Internet system for registered stock brokers and investment brokers of claim 11 wherein said website has sufficient software to provide a job posting feature and a resume posting feature to assist first level users to review and seek employment opportunities.

19. A broker social-professional website Internet system for registered stock brokers and investment brokers of claim 11 wherein said website has sufficient software to provide a job searching feature for first level users that includes at least one search choice selected from the group consisting of job type, company name, job location and combinations thereof.

20. A broker social-professional website Internet system for registered stock brokers and investment brokers of claim 11 wherein said website has sufficient software to capture any particular user'"'"'s incoming email address and convert it to a code for potential use by other authorized users wherein said other authorized users may rely upon said code to email said particular user without direct knowledge of that particular user'"'"'s email.