WELLTH FINANCIAL Trademark
WELLTH FINANCIAL is a USPTO trademark filed by Michaud, Todd. Status: Registered.
Trademark Facts
| Mark | WELLTH FINANCIAL |
|---|---|
| Serial Number | 85737965 |
| Registration Number | 4329683 |
| Status | Registered |
| Filing Date | 2012-09-25 |
| Registration Date | 2013-04-30 |
| Mark Type | Word |
| Nice Classes | 036 (Financial Services) |
| Owner | Michaud, Todd |
| Attorney of Record | David A Chavous |
| Prosecution Events | 28 |
| Latest Event | 89AG on 2024-03-21 |
Goods & Services
Class 036: Electronic financial service for the purchase of savings bonds; Financial services in the nature of an investment security; 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, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others