WEALTHCREST FINANCIAL SERVICES Trademark
Serial Number: 78961925 • Registration: 3321860
Trademark Classes
Owner Contact Info
Trademark Details
Filing Date
August 28, 2006
Registration Date
October 23, 2007
First Use Anywhere
August 25, 2006
First Use in Commerce
September 4, 2007
Published for Opposition
April 24, 2007
Goods & Services
Administration of employee benefit plans; Brokerage in the field of insurance; Financial evaluation for insurance purposes; Financial planning consultation; Financial planning, namely the creation of personalized strategies to achieve financial independence; Financial risk management; Financial services, namely assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Insurance agency and brokerage; Insurance consultation; Investment management
