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Doug Goldstein, CFP® and director of Profile Investment Services Ltd., explains why U.S. brokerage firms drop foreign clients. There are specific laws surrounding cross-border investments. While dual citizens may be dropped by U.S. brokers, Israelis can still have American brokerage accounts.

If you are a victim of your brokerage account ending their relationship with you, download the free resource “Retirees Fired by Their Brokers in America.” The resource is a summary of what you should if their U.S. financial advisor fires you. Download the free resource on The Goldstein on Gelt website, show notes of today’s episode.

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Living in Israel but investing in the United States?

Trying to find a financial advisor designed for you? There are a lot of components to choosing a financial advisor. Clients should understand their financial advisor’s license and understand the different kinds of investments being offered to them.

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Douglas Goldstein, CFP®, is the director of Profile Investment Services, Ltd, a financial planning and investment services firm specializing in working with Americans living in Israel who have investment accounts in America. Doug’s newest book, co-authored with Susan Polgar, about using chess strategies to improve your finances, Rich As A King can be purchased at www.richasaking.com. He is a licensed financial professional both in the U.S. and Israel. Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. Accounts held at Pershing LLC., Member NYSE/SIPC, a subsidiary of The Bank of New York Mellon Corporation. Neither Profile nor PRG gives tax or legal advice. Before immigrating to Israel, it is advisable to consult with a tax attorney who is knowledgeable about Israeli law. Contact at doug@profile-financial.com