WEALTHCREST FINANCIAL SERVICES
Mark Identification

WEALTHCREST FINANCIAL SERVICES

Serial Number

78961925

Filing Date

Aug 28, 2006

Registration Date

Oct 23, 2007

Trademark by

BEAGLE PATRICK B

Active Trademark

Classification Information

Administration of employee benefit plans; Brokerage in the field of insurance; Financial evaluation for insurance purposes; Financial planning consultation; Financial planning, namely the creation of personalized strategies to achieve financial independence; Financial risk management; Financial services, namely assisting others with the completion of financial transactions for stocks, bonds, securities and equities; 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, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Insurance agency and brokerage; Insurance consultation; Investment management

Insurance and Financial