Financial services in the nature of an investment security; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, Asset allocation, financial education, portfolio review, financial planning, investment advisor services, wealth management services, providing financial information, research and information services, portfolio analysis services, mobile phone application asset allocation tool and review services, providing asset allocation services to individuals and organizations; Financial analysis and research services; Financial consulting services, namely, expert analysis in finance; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information and advisory services; Financial planning and investment advisory services; Financial portfolio analysis services; Financial research and equity research brokerage services; Financial research and information services; Financial retirement plan consulting services; Financial risk assessment services; On-line financial planning services; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Strategic financial advisory services; Strategic corporate financial advisory services; Online asset allocation, namely, providing an on-line computer web site that provides financial account management in the nature of financial asset management
First use: Feb 27, 2020
Use in commerce: Feb 27, 2020
