U.S. federal trademark · Serial No. 87901068 · Reg. No. 5978858
Financial planning and investment advisory services; financial planning consultation; financial planning for retirement; financial planning, namely, financial asset management; securities brokerage services; financial asset management; financial services, namely, wealth management services; financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others
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