U.S. federal trademark · Serial No. 86795842 · Reg. No. 4977484
Education services, namely, providing classes, seminars, and workshops in the field of financial planning; On-line journals, namely, blogs featuring financial planning; Writing of articles for periodicals other than for advertising or publicity
Financial advisory and consultancy services; Financial planning; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services
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