USPNY PRIVATE WEALTH MANAGEMENT
Summary of public USPTO data
- Owner
- CRYSTAL WEALTH MANAGEMENT, INC.
- Status
- Live/Registered
- Serial number
- 98395528
- Registration number
- 8403575
- Filing date
- 2024-02-07
- Registration date
- 2026-08-18
- International classes
- 35, 36
Goods and services
Class 35
- Life insurance marketing and promotional services for others
- promotion of insurance products, namely, life insurance, disability and long term care insurance and annuities for others
- marketing and promotion of insurance and financial products through agreements with insurance companies
Class 36
- Insurance and financial consulting services in the field of finance, non-qualified benefit plans, deferred compensation plans, and executive compensation plans
- investment advisory services
- financial and investment information services
- financial services, namely, planning and providing non-qualified benefit plans, deferred compensation plans, and executive compensation plans
- providing financial and investment information
- financial services, namely, mutual fund and general securities brokerage and investment services and wealth management services
- estate planning
- tax and taxation planning, advice, information and consultancy services
- financial planning for retirement