U.S. federal trademark · Serial No. 97184751 · Reg. No. 7288141
Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial management; Financial management in the field of personal bill management, legacy planning and foundations that make grants to organizations, institutions, or individuals for charitable purposes; Financial risk management; Financial services, namely, wealth management services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services
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