U.S. federal trademark · Serial No. 87648067 · Reg. No. 5440217
Financial services, namely, wealth management services; financial consulting; financial planning and investment advisory services; financial retirement planning; financial risk management planning; financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; insurance brokerage in the field of insurance, namely, life, long-term care, and annuities; providing stock and securities market information; security brokerage
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