U.S. federal trademark · Serial No. 77543939 · Reg. No. 3743689
Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial consultancy; Financial consultation; Financial consulting; Financial due diligence; Financial investment in the field of marketable securities; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial research; Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
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