Printed matter, namely, brochures and reports in the fields of securities, options, bonds, insurance, and other financial instruments for use in presenting, planning, and implementing wealth management strategies

'bond':13 'brochur':4 'field':9 'financi':17 'implement':25 'instrument':18 'insur':14 'manag':27 'matter':2 'name':3 'option':12 'plan':23 'present':22 'print':1 'report':6 'secur':11 'strategi':28 'use':20 'wealth':26

Financial advisory, planning, and consultancy services, namely, to assist in the creation of personalized wealth management strategies and the implementation of the personalized wealth management strategies

'advisori':2 'assist':9 'consult':5 'creation':12 'financi':1 'implement':20 'manag':16,25 'name':7 'person':14,23 'plan':3 'servic':6 'strategi':17,26 'wealth':15,24

STRATEGIC FINANCIAL FORK

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