U.S. federal trademark · Serial No. 85696722 · Reg. No. 2609702
Computer software for preparing reports, performing calculations, forecasting, collecting data, collating data, analyzing data, for use in financial analysis and financial asset management
Financial advisory services, namely, financial advice and consultancy services, financial asset management services; financial analysis and consultation services; financial loan consulation; financial consultation in the field of individual retirement accounts and pensions; financial consultation in the field of personal mortgage planning; personal financial planning and financial investment advisory services; financial consultation in the field of personal investment management
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