Annuity services, namely, account and investment administration; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or...
This is a brand page for the CREST WEALTH MANAGEMENT trademark by Crest Savings Bank Corporation
in Wildwood, NJ, 08260.
Write a review about a product or service associated with this CREST WEALTH MANAGEMENT trademark.
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On Thursday, May 12, 2016, a U.S. federal trademark registration was filed for
CREST WEALTH MANAGEMENT by
Crest Savings Bank Corporation, Wildwood, NJ 08260.
The USPTO has given the CREST WEALTH MANAGEMENT
trademark serial number of 87034263.
The current federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE.
The correspondent listed for CREST WEALTH MANAGEMENT is
DANIEL S. REEVES of
MONZO CATANESE HILLEGASS, P.C., 211 BAYBERRY DRIVE, SUITE 2A CAPE MAY COURT HOUSE, NJ 08210
The CREST WEALTH MANAGEMENT trademark is filed in the category of
Insurance & Financial Services
The description provided to the USPTO for CREST WEALTH MANAGEMENT
is Annuity services, namely, account and investment administration; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial administration of retirement plans; Financial advice, namely, budget planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial retirement plan consulting services; Investment advice; Investment advisory services; Investment banking services; Investment brokerage; Investment by electronic means; Investment consultancy; Investment consultation; Investment management; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Investment of funds; Investment of funds for others; Investment risk assessment services; Investment services, namely, asset acquisition, consultation, development and management services; Life insurance brokerage; Mutual fund brokerage; Mutual fund investment; Mutual funds and capital investment; Advice relating to investments; Brokerage services for capital investments; Capital investment; Capital investment consulting; Capital investment services; Consultancy of capital investment; Equity capital investment; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial services in the nature of an investment security; 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, investment fund transfer and transaction services; Financial services, namely, wealth management services; 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, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Fund investment consultation; Funds investment; Global investment research services; Individual retirement account services; Information, advisory, consultancy and research services relating to finance and investments; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Management of a capital investment fund; Merchant banking and investment banking services; Monitoring financial markets for investment purposes; 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; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Public equity investment management; Securities trading and investing services for others via the internet.
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