U.S. federal trademark · Serial No. 78884697 · Reg. No. 3229510
Financial consultation; Financial investment in the field of securities; Financial planning; Financial planning consultation; Financial planning, namely the creation of personalized strategies to achieve financial independence; Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Investment advisory services
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