U.S. federal trademark · Serial No. 86606406 · Reg. No. 4873438
Consulting services, namely, consulting, counseling, advising, planning, and financial management services for individuals in the fields of wealth planning, wealth management, money management, and personal finance; Financial portfolio management; Financial portfolio analysis services; Insurance consulting in the field of life insurance and annuities; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary
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