U.S. federal trademark · Serial No. 86580752 · Reg. No. 4953951
Financial research; financial portfolio management; financial planning; financial management; financial investment in the field of securities; financial analysis and consultation; investment of funds for others; investment management of and distribution of variable annuities; hedge fund management and hedge fund investment; estate planning; estate trust management; financial asset management; financial risk management; financial analysis, namely, the development of fundamental equity models
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