CETERA WEALTH SERVICES Trademark
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
General Information
| Serial Number | 99695901 |
| Word Mark | CETERA WEALTH SERVICES |
| Filing Date | Wednesday, March 11, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Wednesday, March 11, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and 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 |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, March 11, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Cetera Financial Holdings, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | El Segundo, CA 90245
US |
Trademark Events
| Event Date | Event Description |
| Wednesday, March 11, 2026 | NEW APPLICATION ENTERED |
| Wednesday, March 11, 2026 | APPLICATION FILING RECEIPT MAILED |
