U.S. federal trademark · Serial No. 87529439 · Reg. No. 5548521
Financial services, namely, investment fund transfer and transaction services, investment security services; wealth management services; investment and financial asset management services, namely, financial asset allocation; investment consultation and investment management services, namely, advising for and management of retirement plans and investments; estate planning consultation; financial risk management consultation; financial advisory and consultancy services for financial wealth planning purposes; financial planning advice relating to investments and wealth management; All of the foregoing services being provided for individuals and families
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