CRESTMONT PRIVATE WEALTH

Live / Registered — Registered (as of 27 Aug 2024)

What this means for you

Registered since 27 Aug 2024. The owner can stop confusingly similar uses in the classes it covers.

Class 036 — Insurance and financial services: Personal and individual financial planning and personal and individual investment advisory services, excluding financing or arranging of commercial, receivables-based, asset based or aircraft loans and excluding venture capital financing and financing for equipment, and excluding providing lines of credit; Personal and individual financial planning consultation, excluding financing or arranging of commercial, receivables-based, asset based or aircraft loans and excluding venture capital financing and financing for equipment, and excluding providing lines of credit; Personal and individual financial planning for retirement, excluding financing or arranging of commercial, receivables-based, asset based or aircraft loans and excluding venture capital financing and financing for equipment, and excluding providing lines of credit; The creation of personalized and individualized strategies to achieve financial independence, excluding strategies on the use of commercial financing, loans or lines of credit