U.S. federal trademark · Serial No. 75768116
Financial services, namely, providing guidance in the selection of financial managers, brokers, fiduciaries, and similar consultants; providing assistance to financial consultants in marketing their services and in acquiring appropriate clients; providing financial portfolio management services; developing investment and estate planning strategies; and coordinating the efforts of financial consultants All such services shall be provided online via a global computer network as well as through traditional means
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