U.S. federal trademark · Serial No. 99868349
Financial services, namely wealth management services, provided by in-person consultations of consumers with licensed, registered professionals in office locations registered with regulatory authorities; Providing information in the field of wealth management, by in-person consultations of consumers with licensed, registered professionals in office locations registered with regulatory authorities; Financial planning and investment advisory services, provided by in-person consultations of consumers with licensed, registered professionals in office locations registered with regulatory authorities; Financial planning provided by in-person consultations of consumers with licensed, registered professionals in office locations registered with regulatory authorities
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