36 Financial services, namely, investment advisory, investment management, asset management, portfolio management, investment brokerage, securities brokerage, investment consultation, wealth management, and financial planning services; financial and investment services, namely, investment advisory and investment management and brokerage of securities, [ hedge funds, ] private equity funds, wrap fee programs, separate accounts, variable annuity programs, stocks, bonds, commodities, [ derivatives and debt investment, and limited partnerships; ] financial services, namely, financial research, financial analysis, consultation, record keeping and information services, [ transfer agent services, custodian services, ] management and investment of funds and assets of others, capital investment services, and financial transaction services; financial services, namely, mutual fund advisory and investment management services, mutual fund distribution services, mutual fund underwriting and administration services, and variable annuities investment services; [ clearance services, namely, clearing and settling financial transactions on behalf of others; ] maintaining assets and securities for others, and confirming and tracking financial transactions for others; insurance investment services; [ trust and estate planning and management services; ] retirement planning services; [ real estate investment trust advisory and management services; ] providing a web site featuring financial information and financial advice
Trademark: 85519542
