WEALTH MANAGEMENT SYSTEMS trademarks under serial number 75509670. The goods are COMPUTER PROGRAMS AND MANUALS SOLD AS A UNIT, FOR USE IN THE FINANCIAL AND INSURANCE FIELDS FOR DATABASE MANAGEMENT, ADVERTISING AND BUSINESS SERVICES IN THE NATURE OF MAIL PROCESSING, COMPUTERIZED DATABASE MANAGEMENT, INTEGRATED MARKETING SERVICES, AND DEVELOPMENT AND IMPLEMENTATION OF TECHNOLOGICAL SOLUTIONS FOR CAPTURING, MANAGING, PROCESSING, STORING AND DISTRIBUTING INFORMATION AND FOR ALLOWING ELECTRONIC INTERACTION AND AUTOMATED COMMUNICATIONS, FINANCIAL SERVICES FOR PROVIDERS OF FINANCIAL, RETIREMENT, EMPLOYEE BENEFIT, TRUST AND INSURANCE SERVICES AND PRODUCTS, NAMELY, MUTUAL FUND BROKERAGE, INVESTMENT BROKERAGE, STOCK BROKERAGE, RECORDKEEPING FOR DEFINED CONTRIBUTION EMPLOYEE BENEFIT AND PENSION PLANS, FINANCIAL PORTFOLIO MANAGEMENT, FINANCIAL INFORMATION PROVIDED BY ELECTRONIC MEANS, AND FINANCIAL RESEARCH, ELECTRONIC MAIL AND ELECTRONIC TRANSMISSION OF DATA AND DOCUMENTS FOR OTHERS IN THE FINANCIAL AND INSURANCE INDUSTRIES, TECHNICAL RESEARCH AND CONSULTATION IN THE FIELDS OF ELECTRONIC AND AUTOMATED COMMUNICATIONS, DATA PROCESSING, DATA MANAGEMENT, DATA STORAGE AND DATA DISTRIBUTION; DATABASE DEVELOPMENT SERVICES; AND RESEARCH AND DEVELOPMENT OF NEW PRODUCTS FOR OTHERS IN THE FIELDS OF ELECTRONIC AND AUTOMATED COMMUNICATIONS, DATA PROCESSING, DATA MANAGEMENT, DATA STORAGE AND DATA DISTRIBUTION. Currently that trademark is represented by trademark attorney(s): THERESA C HURSH.

WEALTH MANAGEMENT SYSTEMS

USPTO Trademark Record · Serial No. 75509670

Trademark details

WEALTH MANAGEMENT SYSTEMS is a trademark. Serial number of that application is 75509670.

It was initially claimed by DST SYSTEMS, INC. on 19980629.

That brand applies to the following goods and services:COMPUTER PROGRAMS AND MANUALS SOLD AS A UNIT, FOR USE IN THE FINANCIAL AND INSURANCE FIELDS FOR DATABASE MANAGEMENT, ADVERTISING AND BUSINESS SERVICES IN THE NATURE OF MAIL PROCESSING, COMPUTERIZED DATABASE MANAGEMENT, INTEGRATED MARKETING SERVICES, AND DEVELOPMENT AND IMPLEMENTATION OF TECHNOLOGICAL SOLUTIONS FOR CAPTURING, MANAGING, PROCESSING, STORING AND DISTRIBUTING INFORMATION AND FOR ALLOWING ELECTRONIC INTERACTION AND AUTOMATED COMMUNICATIONS, FINANCIAL SERVICES FOR PROVIDERS OF FINANCIAL, RETIREMENT, EMPLOYEE BENEFIT, TRUST AND INSURANCE SERVICES AND PRODUCTS, NAMELY, MUTUAL FUND BROKERAGE, INVESTMENT BROKERAGE, STOCK BROKERAGE, RECORDKEEPING FOR DEFINED CONTRIBUTION EMPLOYEE BENEFIT AND PENSION PLANS, FINANCIAL PORTFOLIO MANAGEMENT, FINANCIAL INFORMATION PROVIDED BY ELECTRONIC MEANS, AND FINANCIAL RESEARCH, ELECTRONIC MAIL AND ELECTRONIC TRANSMISSION OF DATA AND DOCUMENTS FOR OTHERS IN THE FINANCIAL AND INSURANCE INDUSTRIES, TECHNICAL RESEARCH AND CONSULTATION IN THE FIELDS OF ELECTRONIC AND AUTOMATED COMMUNICATIONS, DATA PROCESSING, DATA MANAGEMENT, DATA STORAGE AND DATA DISTRIBUTION; DATABASE DEVELOPMENT SERVICES; AND RESEARCH AND DEVELOPMENT OF NEW PRODUCTS FOR OTHERS IN THE FIELDS OF ELECTRONIC AND AUTOMATED COMMUNICATIONS, DATA PROCESSING, DATA MANAGEMENT, DATA STORAGE AND DATA DISTRIBUTION.

Currently that trademark is represented by trademark attorney(s): THERESA C HURSH.

You can learn more about that trademark on the USPTO website: View the USPTO record

Services available

Service	Description	Our Fee	Gov. Fee
Statement of Actual Use for Your Trademark	Prepare and file a Statement of Actual Use for your Trademark with the USPTO.	$295	$150
Extension of Time to File Trademark SOU	Prepare and file an Extension of Time to File Statement of Use (EOT) with the USPTO.	$320	$125
Trademark Registration	One of our Attorneys will search, advise and file your new application. Service includes a short consultation with an attorney (over the phone or by email), up to 3 choices for your trademark name, and the correct classification of goods which will save you money! Application covers 1 International class of goods.	$649	$350
Trademark Renewal (Section 8 and Section 15 Affidavits; filed 5-6 year after registration) +Attorney of Record for 5 years, until next renewal	Prepare and File Trademark Renewal 5-6 year, including Section 8 Affidavit of Continuous Use; Section 15 Declaration of Incontestability, if applicable. +Attorney of Record for 5 years, until next renewal	$700	$575
Trademark Renewal 9-10 year+Attorney of Record for 10 years, until next renewal	Prepare and File Trademark Renewal 9-10 Year, including P Section 8 Affidavit of Continuous Use; Section 9 Application for Renewal. +Attorney of Record for 10 years, until next renewal	$700	$650
Response to Office Action - FREE estimate	Provide email with an estimated price for the response to the office action.	Vary	Vary
Consultation	Phone consultation/interview to begin preparation of a response and advise you on your issue. Further retained services will be reduced by this amount.	$400	Vary
All other issues	Phone consultation/interview to begin preparation of a response and advise you on your issue. Further retained services will be reduced by this amount.	$400	Vary
Estimate	Provide email with an estimated price for the requested service(s).	Vary	Vary
Licensing Agreement	Custom made trademark licensing or sharing agreements. From $600 -- request an estimate	$1,000	Vary
Assignment	Transfer of the trademark ownership. Assignments. From $400 -- request an estimate.	$400	$40

Questions about this trademark?

If you have questions or issues related to the WEALTH MANAGEMENT SYSTEMS trademark — or to trademarks in general — our trademark attorneys can help. No appointment needed: call us or request a free estimate.