U.S. federal trademark · Serial No. 97197379 · Reg. No. 7280216
Financial advice and consultancy services; Financial advisory and consultancy services, namely, related to retirement and financial planning.; Financial consultancy and insurance consultancy; Financial planning; Financial planning and investment advisory services; Financial planning, namely, in providing investment options in the nature of annuities and life insurance products.; Financial planning, namely, providing financial services with respect to securities and other financial instrument products.; Financial planning, namely, providing market news and commentary.; Financial planning, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
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