36 Advice relating to investments; 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 investment in the field of securities; Financial investment services, namely, administering the issuance, underwriting and distribution of securities; Financial planning and investment advisory 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 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, investment fund transfer and transaction services; Fund investment consultation; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Funds investment; Global investment research services; Investment advice; Investment advisory services; Investment by electronic means; Investment consultation; Investment management; Investment of funds for others; Mutual fund investment; Mutual funds and capital investment; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Securities trading and investing services for others via the internet
Trademark: 77857396
