36 Financial services; financial advisory services; strategic financial advisory services; providing financial advice; financial consulting services; financial consultancy services; providing financial consultation; financial planning services; financial planning consultation services; financial planning for retirement; financial retirement plan consulting services; financial planning, namely, the creation of personalized strategies to achieve financial independence; financial services, namely, wealth management services; financial analysis services; financial portfolio analysis services; financial management services; financial asset management services; financial portfolio management services; financial forecasting services; financial evaluation services; financial information services; providing financial information; financial research services; financial risk assessment services; financial risk management services; financial risk management consultation services; financial valuation services; financial investment analysis and stock research services; investment services; investment advisory services; strategic investment advisory services; providing investment advice; providing advice relating to investments; investment consulting services; investment consultancy services; providing investment consultation; investment planning services; investment planning consultation services; investment planning for retirement; investment analysis services; investment portfolio analysis services; investment management services; investment information services; providing investment information; investment research services; investment risk assessment services; investment risk management services; investment of funds; investment of funds for others; funds investment services; mutual fund investment services; individual retirement account services; employee retirement account services; investment account services; trust services; retirement plan services; employee benefit plan services; employee pension plan and profit sharing plan services; financial trust administration services; financial trust management services; financial trust planning services; estate trust administration, management and financial planning services; individual, personal and corporate trust administration, management and financial planning services; fiduciary trust administration, management and financial planning services; employee benefits trust administration, management and financial planning services; foundation and endowment trust administration, management and financial planning services; financial and investment consultation services in the fields of charitable foundations and endowments; financial administration of retirement plans; financial management of retirement plans; administration and management of individual retirement accounts; administration and management of employee pension and profit sharing plans; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; money management services; establishing mutual funds and model financial portfolios for others; evaluating asset allocation, risk tolerance, financial alternative plans and investment time frames; financial and investment services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, stock options, and indices of financial securities; financial advisory, consultancy and planning services, namely, creating personalized strategies for achieving financial independence; 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 planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; financial and investment services, namely, asset and investment acquisition, consultation, advise and development; 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; providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; providing information, research and advice in the fields of finance, personal finance, financial investments, financial valuations financial stock and equity markets, and the financial aspects of retirement; monitoring financial markets for investment purposes; providing information and analysis in the fields of finance, economics, investment, financial planning, and investment strategy; providing financial information by electronic means; and providing information by on-line means and via a global computer network in the fields of finance, economics, investment, financial planning, and investment strategy
Trademark: 87450404
