Serial #99165844 Trademark

Financial advisory and consultancy services, namely, providing information in the field of wealth management services and investment advisory services; financial advice relating to tax; financial advice relating to income and capital gains taxes; estate planning services and financial planning for retirement; philanthropic planning services concerning monetary donations; insurance brokerage planning services in the field of property and casualty, life and health insurance; financial and investment services, namely, management in the fields of stocks, bonds, options, commodities, futures and other securities and investment of funds of others; financial risk management consultation; Insurance consulting in the field of property and casualty, life, and health insurance