Financial and investment services, via the global computer network, [ direct modem dial-up connection, computer, telephone, and other communication networks and in person, ] namely, brokerage, trading and advisory services relating to securities, [commodities, futures and other tradable investment services; venture capital, equity and debt financing; private placements and public offerings of securities, futures, commodities, banking and insurance products; investment banking,] advisory and management services; [ proxy voting services; ] market making and trading in securities; [collateralizing extensions of credit by securities investments; mortgage financing;] order executing, clearing and settling for correspondent brokers; [ financial planning services; commercial banking; merchant banking; mutual fund sponsoring; investment research services; insurance agency services; and investor education services; ] and provision of financial investment and portfolio status information via a global computer network