U.S. federal trademark · Serial No. 85326094 · Reg. No. 4526104
Financial services, namely, advice relating to investments, asset management, cash management, charitable monetary giving through financial and estate planning; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; investment fund transfer and transaction services; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; investment management; investment services, namely, asset acquisition, consultation, development and management services; financial management and consulting services; providing financial information; financial analysis and consultation; finance consulting; analysis services, namely, financial analysis; consulting in the field of financial information management
Business consulting in the field of financial management and business management; providing information in the fields of business management, business marketing, business acquisitions and mergers consulting; business consulting; analysis services, namely, market analysis; conducting business and market research surveys; conducting business research and surveys; economic forecasting and analysis; arranging and conducting business conferences in the fields of financial management and business management, business marketing, business acquisitions and mergers, economic forecasting and analysis
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