U.S. federal trademark · Serial No. 99194905 · Reg. No. 8310248
Educational services, namely, conducting seminars and workshops in the field of financial counseling
Business services, namely, business management and office administration services in the financial planning and wealth management industry; Business advice; Marketing advisory services; Tax planning
Financial services, namely, wealth management services; Providing information in the field of wealth management; Investment services, namely, asset management services; Investment advice; Trading in securities; Investment modeling, namely, financial forecasting
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