Photo Credit: courtesy
Doug Goldstein

Even though the United States is strict about opening U.S. brokerage accounts from overseas, if you’re not a money launderer or criminal, it is easy to open a U.S brokerage account from overseas.

As a financial advisor specializing in cross-border financial matters, Doug has over two decades of experience in opening U.S. brokerage accounts for people who don’t have an American address.

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Unsure why your address might impact your ability to open an account? Listen to Doug’s discussion with Joe Saul-Sehy, podcast host of The Stacking Benjamins Show, to talk about the process a cross-border investor goes through when a U.S. brokerage account is opened from overseas.

Further, Joe has a lot of experience with cross-border investing and understands what an investor can expect from the experience.

The Goldstein On Gelt Show is a financial podcast. Click on the player below to listen. For show notes, or to download the free toolkit for investors considering whether they should open an account, go to https://goldsteinongelt.com/radio-show

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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 doug@profile-financial.com