U.S. federal trademark · Serial No. 77886973 · Reg. No. 3827463
Financial portfolio management; investment services, namely, funds investment, fund investment consultation, investment management of and distribution of variable annuities, mutual fund investment; investment account services, namely, maintaining escrow accounts for investments; cash management account services; retirement fund investment services, namely, investment of funds for others; financial information and consultation in the nature of retirement planning, retirement plan design and support and retirement plan administration services; funds investment and consultation services in all asset classes; high-yield funds investment and consultation services; mutual funds and capital investment; retirement fund administration services, namely, plan design, administration, and record keeping; fixed income, equities, alternative investments, and derivatives fund management and consultation services
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