CETERA WEALTH SERVICES
Live / Applied — New application — not yet assigned to an examiner (as of 11 Mar 2026)
What this means for you
Not registered yet, but its 11 Mar 2026 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 99695901
- Mark type
- Stylized text
- Filed
- 11 Mar 2026
- Attorney of record
- Dyan Finguerra-DuCharme
Goods and services
- Class 036 — Insurance and financial services: Financial advisory and consultancy services, namely, securities broker-dealer services, fee-based financial planning programs, financial and investment advisory programs for independent financial professionals, financial consultation; financial portfolio management; financial research; and financial risk management; Investment consultation in the fields of investment management, investment portfolio analysis, asset allocation, advice relating to investments; insurance services, namely, insurance brokerages and insurance agency services, underwriting and administration of insurance products, and insurance consultation
Owner
- Cetera Financial Holdings, Inc., El Segundo, CA, US
Prosecution history
- 11 Mar 2026 — APPLICATION FILING RECEIPT MAILED
- 11 Mar 2026 — NEW APPLICATION ENTERED