U.S. federal trademark · Serial No. 87255375 · Reg. No. 5522090
Financial services, namely, securities research, investment advice and portfolio design in the nature of providing financial analysis and advice regarding investment in stocks, industry sectors, stock market indexes, mutual funds, unit investment trusts, exchange traded funds, and investment strategies, and design being financial planning and consultation in the fields of unit investment trusts, exchange traded funds and actively managed funds
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