U.S. federal trademark · Serial No. 78483394 · Reg. No. 3011406
banking and financial services, namely, financial planning services featuring a specified asset allocation strategy; investment allocation advice and management of portfolios of mutual funds, stocks and bonds, insurance and annuity contracts and/or group and individual retirement plans; and providing retirement plans to record-keepers, trust companies, brokerage companies, insurance companies, registered investment advisors and mutual fund companies
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