U.S. federal trademark · Serial No. 75740793 · Reg. No. 2551549
FINANCIAL PLANNING; FINANCIAL INVESTMENT IN THE FIELD OF SECURITIES, BONDS, AND MUTUAL FUNDS; ESTATE PLANNING; CHARITABLE GIVING PLANNING; ADMINISTRATION OF RETIREMENT AND PENSION PLANS; MUTUAL FUND DISTRIBUTION, BROKERAGE AND INVESTMENT SERVICES; AND UNDERWRITING OF LIFE INSURANCE, HEALTH INSURANCE, AND ANNUITIES
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