U.S. federal trademark · Serial No. 97762090
Downloadable educational and training media, namely, audio files, video recordings, and multimedia files featuring information in the fields of estate planning, financial advice and consultancy, financial investment brokerage, financial planning and investment advisory services, financial planning consultation, financial portfolio analysis and management, financial research and equity research brokerage services, and financial research and information services; downloadable electronic publications in the nature of articles, white papers, booklets, workbooks, worksheets, newsletters in the fields of estate planning, financial advice and consultancy, financial investment brokerage, financial planning and investment advisory services, financial planning consultation, financial portfolio analysis and management, financial research and equity research brokerage services, and financial research and information services
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