U.S. federal trademark · Serial No. 88207712 · Reg. No. 5968725
Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, creating personalized investment strategies for achieving specific financial goals; Financial portfolio management; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, wealth management services; Insurance brokerage; Insurance information and consultancy; Investment management of and distribution of annuities; Investment of funds; Management of securities portfolios
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