Filed Feb. 13, 2020

Serial No. 88796549

Registered Aug. 17, 2021

Registration No. 6,456,794

Class Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, investment management, estate planning, financial risk management, retirement planning, financial analysis and research, wealth management; Financial administration of retirement plans; Financial administration of stock exchange trading of shares and other financial securities in financial markets; Financial advice; 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 analyses; Financial analysis; Financial analysis and consultation; Financial analysis and research services; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial counseling services, namely, helping others build a better working relationship with their money; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial data analysis; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information; Financial information and advisory services; Financial investment analysis and stock research; Financial management; Financial portfolio analysis services; Financial portfolio management; Financial research and information services; Financial retirement plan consulting services; Financial risk management; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, wealth management services; Providing financial information; 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; 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 information and research in the field of finance and financial investments; Providing information in the field of financial stock and equity markets; Providing investors with financial information; Provision of financial information; Strategic financial advisory services; 100; 101; 102