U.S. federal trademark · Serial No. 97112319 · Reg. No. 6866114
Financial services, namely, providing financial information, financial risk assessment, financial counseling, and goal setting in the form of financial consultancy relating to retirement, financing major purchases, financing education expenses, insurance purchases, and wealth building; Financial planning and investment advisory services; Securities brokerage; Insurance brokerage services; Investment brokerage; none of the foregoing involving intellectual property
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