Photo Credit: courtesy
Doug Goldstein

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.


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. 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