Filed Aug. 27, 2026

Serial No. 50076016

Examining Attorney null

Class Financial administration of retirement plans; Financial advice; Financial advisory and consultancy services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial consultation; Financial investment brokerage; Financial investment brokerage services; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio management; Financial retirement plan consulting services; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, wealth management services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Insurance consultancy; Investment consultancy; Investment consultation; Investment management; Investment services, namely, asset acquisition, consultation, development and management services; Management of portfolios comprising securities; Management of a capital investment fund; Management of securities portfolios; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing information in the field of employee financial benefit plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Strategic financial advisory services; Capital investment consulting; Financial asset management; Financial portfolio analysis services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment 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; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, life insurance settlement services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Fund investment consultation; 100; 101; 102

Case Type Service mark