Investment advisory services; providing investment and financial information, advice, consultation and management services; financial portfolio management and analysis services; financial planning services; trust and estate planning services; retirement planning services; charitable and philanthropic monetary giving advisory services; providing information in the field of charitable and philanthropic monetary giving through financial and estate planning; insurance agency and brokerage services; real estate investment services; private equity investment services; [ security brokerage services; investment banking services; ] providing information related to all of the foregoing services and associated accounts via the Internet