U.S. federal trademark · Serial No. 90068576
Providing seminars in the field of financial planning, individual retirement account (IRA) services and investments provided electronically that range from automated investment management services to scheduling traditional in-person and/or online appointments financial advisors and financial planning services that offer many of the services of a traditional financial advisor, but operate online to potentially reduce fees and promote social distancing; Education services, namely, providing online seminars in the field of financial planning, individual retirement account (IRA) services, and investment strategies by Registered Financial Consultants
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