36 Advice relating to investments; Capital investment consulting; Capital investment services; Financial advisory and consultancy services, namely, through capital preservation and steady returns; 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 asset management; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial investment analysis and stock research; Financial investment brokerage services; Financial planning and investment advisory services; Financial risk management; 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; Fund investment consultation; Investment advice; Investment consultation; Investment management; Investment of funds for others; Monitoring financial markets for investment purposes; 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
Trademark: 85799043
