U.S. federal trademark · Serial No. 86392966 · Reg. No. 4806905
Financial planning, namely, the creation of personalized strategies to achieve financial independence; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; financial asset management; brokerage in the field of investments and insurance, namely, mutual funds, annuities, stocks and bonds, and life insurance; on-line financial planning services; financial planning consultation; insurance agency
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