78517719
Nov 16, 2004
Jan 10, 2006
Active Trademark
Financial services, namely, portfolio and money management for high net worth clients and institutional investors consisting of mutual funds, equity investments, fixed income investments, options and asset allocation strategies; Investment advice for individuals and non-charitable institutions; Investment advice for mutual fund managers; Private asset management; Mutual fund brokerage, management, investment and dealer services; Stock and security brokerage services; Back office broker/dealer services; Institutional brokerage services for broker/dealers, investment advisors, mutual funds and hedge funds; Insurance services for individuals and institutions, namely in the field of long term care policies, life insurance policies, disability policies and annuities
Insurance and Financial