U.S. federal trademark · Serial No. 78651428 · Reg. No. 3093301
Financial investment services, namely, investment supervisory services in the field of mutual funds, financial account services for investment advisor representatives in the nature of financial analysis and advice on investment strategy, determining portfolio allocations based on client profiles, investment account performance monitoring, customized report generation pertaining to investment account performance, and provision of managed account program for investment advisor representatives with continuous marketing, training, and operational support
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