U.S. federal trademark · Serial No. 98038081 · Reg. No. 7438078
Financial services, namely, investment fund transfer and transaction services, investment security services, wealth management services; financial planning advice relating to financial investments and wealth management; investment services, namely, financial asset allocation, cash flow management, financial investment consultation, and financial investment management services; financial advisory and consultancy services; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; estate planning consultation; trust and estate financial administration services; financial risk management consultation; financial planning advice relating to investments and wealth management for retirement plans, endowments and foundations; investment consultation and investment management services, namely, advising for and management of retirement plans, endowments and foundations; financial planning for retirement, business transition, education, estate planning, and charitable giving; investment advisory services, namely, Registered Investment Advisor (RIA) services
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