Serial #99892776 Trademark

Financial administration of Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Providing information in the field of employee financial benefit plans; Consulting services in the field of employee benefit plans concerning insurance and finance.; Financial advisory and consultancy services, namely, Financial advisory and consultancy services; Capital investment consulting; Investment consultancy; Investment consultation; Capital investment consultancy; Financial advisory services; Financial consultancy services; Financial wealth management services; Financial services, namely, wealth management services; Financial asset management; Investment advisory services;; Financial planning, namely, investment advisory services; Financial planning consultation; Financial trust planning; Financial planning for retirement; Financial advice on retirement; Financial retirement plan consulting services; Financial advice relating to retirement;