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 NON-FINAL ACTION - MAILED as of Saturday, July 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
