U.S. federal trademark · Serial No. 99360846
Investment advisory services with respect to fixed income and dividend equity investments; Financial portfolio management with respect to fixed income and dividend equity investments; Financial management with respect to fixed income and dividend equity investments; Financial services, namely, a total portfolio offering for separate accounts of fixed income investments in the nature of the coordination, within a single account, of fixed income and dividend equity investment portfolio maintenance, trading, rebalancing, and tax management needs; Financial portfolio management and analysis services, namely, a total portfolio offering for separate accounts of fixed income investments; Financial investment with respect to fixed income products
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