U.S. federal trademark · Serial No. 50055728
Financial planning and investment advisory services; Financial planning, namely, customized f inancial plans via financial planning software involving distribution strategies, probabilities of success for retirement, specific client goals, savings and distribution schedules, list of net worth, assets and liabilities; Investment advisory services; Information, advisory, consultancy and financial research services relating to finance and investments; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others
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