36 investment consultation; asset allocation services, namely, financial asset management; financial portfolio and investment management; investment advisory services; financial asset management; financial planning; stock brokerage services; fund investment consultation; financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; all the aforesaid specifically excluding making explicit recommendations to buy, sell, or hold commodities, making explicit forecasts of prices of commodities or commodities markets, discovering, aggregating, reporting, or providing pricing or indexation of pricing in the commodities spot, forward, futures, and derivatives categories and/or commodities markets and use as the name of an index based on a commodity, as well as any put, call option, straddle, swap, future, or other derivative based on a commodity; such exclusion not to include explicit recommendations to buy, sell, or hold securities as part of explicit forecasts of prices and/or earnings of securities or securities markets and/or forecasts of interest rates
Trademark: 88511894
