U.S. federal trademark · Serial No. 78312316
Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management, distribution and administration; 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 and recordkeeping in connection therewith
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