Trademark Overview
On Wednesday, March 11, 2026, a trademark application was filed for CETERA WEALTH SERVICES with the United States Patent and Trademark Office. The USPTO has given the CETERA WEALTH SERVICES trademark a serial number of 99695901. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, March 11, 2026. This trademark is owned by Cetera Financial Holdings, Inc.. The CETERA WEALTH SERVICES trademark is filed in the Insurance & Financial Services category with the following description:
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
