U.S. federal trademark · Serial No. 85045518 · Reg. No. 4126083
[ 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 financial administration of employee benefit, pension and retirement plans in connection therewith ]
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