U.S. federal trademark · Serial No. 86867179 · Reg. No. 5051404
Financial advice and consultancy services; Financial advisory and consultancy services, namely, advice-only financial planning for employees of organizations offered as a part of an employee benefit package; Financial information and advisory services; Financial planning for retirement; Financial planning, namely, advice-only financial planning for employees of organizations offered as a part of an employee benefit package; Financial services, namely, wealth management services
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