U.S. federal trademark · Serial No. 97844843 · Reg. No. 7961249
Financial advisory and consultancy services; Financial planning and investment advisory services; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Broker/dealer financial services in the field of securities, stocks, bonds, mutual funds, exchange-traded funds, certificates of deposit, retirement plans, options, annuities, derivatives and commodities; Insurance brokerage in the field of life insurance and annuities; Insurance and financial information and consultancy services
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