U.S. federal trademark · Serial No. 86671032 · Reg. No. 4908038
Advice relating to investments; Consulting pertaining to business valuations; Estate trust planning; Estate trust management; Financial advice, namely, budget planning; Financial consulting and advising in the field of mergers and acquisitions; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial planning, consulting and management services; Financial services, namely, wealth management services
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