U.S. federal trademark · Serial No. 77080850 · Reg. No. 3279248
Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management and distribution; annuity services, namely, investment management and distribution of variable annuities; [ fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; ] estate planning; and administration of employee benefit, pension and retirement plans in connection therewith
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