U.S. federal trademark · Serial No. 78065233
INVESTMENT MANAGEMENT CONSULTING SERVICES; BROKERAGE SERVICES IN THE FIELD OF SECURITIES; MUTUAL FUNDS AND VARIABLE ANNUITY SERVICES; ESTATE PLANNING SERVICES; FINANCIAL PLANNING SERVICES; RETIREMENT SERVICES; INCOME TAX PREPARATION SERVICES; LIFE INSURANCE SALES; FINANCIAL LIFE CHANGE COUNSELING SERVICES.
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