U.S. federal trademark · Serial No. 86182962 · Reg. No. 4604944
Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and investment of funds of others; financial planning and investment advisory services; financial retirement plan consulting services; 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, estate investment planning services and wealth management services
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