36 Advice relating to investments; Capital investment consultation; Capital investment services; Commodity investment advice; Credit and financial consultation; Equity capital investment; Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analyses; Financial analysis and consultation; Financial analysis and research services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial consultancy; Financial consultation; Financial consulting; Financial consulting services, namely, expert analysis in finance; Financial due diligence; Financial information and advisory services; Financial information and evaluations; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial research; Financial research and information services; 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, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial trust operations; Funds investment; Hedge fund investment services; Investment advice; Investment advisory services; Investment brokerage; Investment consultation; Investment management; Investment of funds for others; Management of a capital investment fund; Mutual fund investment; Mutual funds and capital investment; Private equity fund investment services; Providing a web site featuring personal financial information and financial advice; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Public equity investment management; Trust services, namely, investment and trust company services
Trademark: 77561759
