U.S. federal trademark · Serial No. 86082381 · Reg. No. 4676311
Providing on-line publications in the nature of studies, reports, surveys, articles, handouts, newsletters, white papers, sample advocacy letters, meeting preparation guidelines, and telephone call scripts, all in the field of financial planning and investment advisory services
Association services, namely, promoting the interests of advisors in the field of financial planning and investment advisory services; public advocacy to promote awareness of financial planning and investment advisory services; and business networking
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