U.S. federal trademark · Serial No. 98248982
financial planning and investment advisory services; financial planning, namely, providing financial assessment services to individuals and organizations, financial planning for retirement, investment planning, namely, investment advice, financial planning for education, insurance planning, namely, insurance consultancy, financial planning, namely, advising businesses and individuals on issues of portfolio planning and investment planning; financial management in the field of financial portfolio management, investment management, active investment management strategies, namely, investment management
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