Serial Number
98457343
Owner
Mendoza Bakhsh, EdwinFirst Use Date
May 22, 2022
Filing Date
Mar 19, 2024
ALTEGI Trademark
Serial Number: 98457343
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
Mendoza Bakhsh, Edwin
1000 Main St Ste 2300-A171
Houston, TX 77002
United States
Trademark Details
Filing Date
March 19, 2024
Registration Date
Not Registered
First Use Anywhere
May 22, 2022
First Use in Commerce
June 8, 2022
Goods & Services
Altegi provides: 1. Proprietary trading platform: automated execution, order management, portfolio management, and research platform. 2. Trade Automation System: Automated trading system that execute trades based on predefined criteria and algorithms. 3. Budget tracking software for individuals and business.
Altegi offers comprehensive financial services: 1. Financial Needs Analysis: Decision support, Risk assessment, Investment qualification. 2. Financial Modeling: Budgeting, Forecasting, Resource allocation. 3. Process Improvement: Identify inefficiencies, Cost-saving, Productivity measures. 4. Strategic Planning: Goal setting, Scenario analysis, Market research. 5. Investment Advisory: Portfolio management, Asset allocation, Performance evaluation. 6. Risk Management: Mitigation, Strategy development, Compliance. 7. Merge and Acquisition Advisory: Due diligence, Valuation, Transaction support. 8. Capital Raising: Financing assistance, Investor relations, Materials preparation. 9. Financial Reporting: Statements preparation, Performance analysis, Trend identification. 10. Tax Planning: Strategy development, Compliance assistance, Structuring advice. 11. Tech Integration: Software evaluation, Automation, Training, Support.