U.S. federal trademark · Serial No. 87486426 · Reg. No. 5375169
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, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, wealth management services; Financial advisory and consultancy services, namely, wealth management; Financial planning and investment advisory services; Financial portfolio analysis services; Financial retirement plan consulting services; Strategic financial advisory services
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