U.S. federal trademark · Serial No. 85245410 · Reg. No. 4076333
Financial services, namely, financial analysis, [ evaluation and consultation; ] investment management and advice; mutual fund investment management and distribution [ ; annuity services, namely, investment management and distribution of variable annuities; fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; estate planning; and financial administration of employee benefit, pension and retirement plans in connection therewith ]
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