36 Advice relating to investments; Capital investment consultation; Equity capital investment; Financial investment in the field of Securities; Financial services in the nature of an investment security; 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, investment fund transfer and transaction services; Fund investment consultation; Funds investment; Hedge fund investment services; Investment advice; Investment advisory services; Investment by electronic means; Investment clubs; Investment consultation; Investment management; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Management of a capital investment fund; Mutual fund investment; Public equity investment management; Securities trading and investing services for others via the internet; Financial research; Financial analysis and consultation; Financial management; Financial planning; Financial planning for retirement; Financial planning, namely,the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, providing information in the fields of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Financial services, namely, providing for the exchange of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Management of portfolios comprising securities; Management of portfolios of transferable securities; Establishing mutual funds for others; Mutual fund brokerage; Mutual fund distribution
Trademark: 77178674
