Word

ALTEGI

Status

Pending

Status Code

630

Status Date

Tuesday, March 19, 2024

Serial Number

98457343

Mark Type

4000

Filing Date

Tuesday, March 19, 2024

Trademark Owner History

Mendoza Bakhsh, Edwin

Classifications

9 Altegi provides: 1. Proprietary trading platform: automated execution, order management, portfolio management, and research platform. 2. Trade Automation System: Automated trading system that execute trades based on predefined criteria and algorithms. 3. Budget tracking software for individuals and business.

36 Altegi offers comprehensive financial services: 1. Financial Needs Analysis: Decision support, Risk assessment, Investment qualification. 2. Financial Modeling: Budgeting, Forecasting, Resource allocation. 3. Process Improvement: Identify inefficiencies, Cost-saving, Productivity measures. 4. Strategic Planning: Goal setting, Scenario analysis, Market research. 5. Investment Advisory: Portfolio management, Asset allocation, Performance evaluation. 6. Risk Management: Mitigation, Strategy development, Compliance. 7. Merge and Acquisition Advisory: Due diligence, Valuation, Transaction support. 8. Capital Raising: Financing assistance, Investor relations, Materials preparation. 9. Financial Reporting: Statements preparation, Performance analysis, Trend identification. 10. Tax Planning: Strategy development, Compliance assistance, Structuring advice. 11. Tech Integration: Software evaluation, Automation, Training, Support.

Trademark Events

Mar 19, 2024

New Application Entered