36 Estate planning; Estate trust planning; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Investment management; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Public equity investment management
Trademark: 98322296
