Serial Number
99532392
Owner
Cetera Financial Holdings, Inc.Attorney
Dyan Finguerra-DuCharmeFiling Date
Dec 5, 2025
CETERA PLANNING PARTNERS Trademark
Serial Number: 99532392
Trademark Classes
Class 36 - Insurance & Financial
Insurance; financial affairs; monetary affairs; real estate affairs
Class 41 - Education & Entertainment
Education; providing of training; entertainment; sporting and cultural activities
Class 35 - Advertising & Business
Advertising; business management; business administration; office functions
Owner Contact Info
Legal Representation
Correspondence Address
Dyan Finguerra-DuCharme Pryor Cashman LLP
7 Times Square
New York, NY 10036
United States
Trademark Details
Filing Date
December 5, 2025
Registration Date
Not Registered
Published for Opposition
May 5, 2026
Goods & Services
Business management consulting and advisory services; Business management consulting services in the field of financial advisory, wealth management, and retirement planning services; Business management consulting services in the field of administration of business engaged in financial advisory, wealth management, and retirement planning services; Tax and taxation planning, advice, information and consultancy services
Education services, namely, providing classes, seminars, workshops, presentations and retreats in the field of financial advisory, wealth management, and retirement planning services
Financial advisory and consultancy services, namely, wealth management services; financial planning and investment advisory services; insurance and financial information and consultancy services; financial services, namely, estate settlement services; Trust services, namely, investment and trust company services; Financial trust planning