U.S. federal trademark · Serial No. 88193745 · Reg. No. 6254016
Financial services for wealth management, namely, investment fund transfer and transaction services, investment security services, estate settlement services; wealth management services; investment services for wealth management, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; financial risk management consultation for wealth management; financial advisory and consultancy services for wealth management; advice relating to investments and wealth management; all of the foregoing not to include discretionary investment management services to institutional investors
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