U.S. federal trademark · Serial No. 77385127 · Reg. No. 3541585
Financial and investment services, namely, management and advice in the fields of stocks, bonds, exchange traded funds (ETFs) and other securities; investment funds management; financial planning and management services; financial portfolio management and analysis services; financial risk management and financial risk management consultation; online financial planning services; providing a web site that assists financial professionals in the management of investment portfolios and retirement accounts; providing information and advice in the field of finance, financial investments, financial valuations and the financial aspects of retirement
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