U.S. federal trademark · Serial No. 78627452 · Reg. No. 3238478
Financial services provided to investment advisors [ and consultants, ] namely, providing custody of assets, [ financial research, ] access to financial research tools, securities trading and brokerage services, investment performance reporting and asset allocation tools in the nature of online, interactive financial calculators and questionnaires for use in financial planning and analysis, investment consultation, investment management, and investment of assets for others
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