Serial Number
87182956
Owner
OPES Private Wealth Management LLCAttorney
Kurt D. OlenderFirst Use Date
Dec 15, 2013
Filing Date
Sep 26, 2016
OPES PRIVATE WEALTH MANAGEMENT Trademark
Serial Number: 87182956
Trademark Classes
Owner Contact Info
Legal Representation
Trademark Details
Filing Date
September 26, 2016
Registration Date
Not Registered
First Use Anywhere
December 15, 2013
First Use in Commerce
December 15, 2013
Goods & Services
Financial services, namely, wealth management; Financial services, namely, advice relating to investments, asset management, cash management; Financial analysis and consultation, financial planning consultation, financial portfolio management; Insurance services, namely, writing property and casualty insurance; Investment consultation and management services; Financial planning, consultation, investment and investment brokerage services for individual retirement accounts (IRAs), Roth and education IRAs, funds investment and consultation, portfolio management, stock brokerage, mutual funds, bonds, money market accounts, trust and estate planning, and executor, trustee and custodial services; Banking services featuring the provision of certificates of deposit; Financial management; Administration of employee benefit plans, concerning finance, namely, employee pension plans, retirement plans, profit-sharing and money purchase plans, pension trust services, 401K plans, distribution of retirement funds, and beneficiary distribution services; Providing information and consultation related to all of the above