Goldstein on Gelt

What to Do When Your Brokerage Firm Wants to End Your Relationship


Listen Later

Does your American brokerage firm want to end your relationship because you live in Israel (or anyplace else other than the USA)?

Why would a U.S. broker not want to work with an account with a foreign address? Brokerage firms in the United States may drop clients living in Israel because of the fear of not knowing their client properly and extra bureaucracy involved in having clients who live overseas.

However, it is not against the law for folks living overseas to have American brokerage accounts. If you’re an expat investor who has been dropped by your U.S. brokerage firm, you need to find a cross-border firm that specializes in clients similar to yourself.

Look no further….

Living in Israel but investing in the United States?

Trying to find a licensed financial advisor with cross-border expertise who can open an American brokerage account for you?

If so, then you should download the free resource “Retirees Fired by Their Brokers in America.” The resource is a summary of what Israeli clients should do if their U.S. financial advisor drops them.

Download free resource: Retirees Fired by Their Brokers in America

If you’re not already receiving updates on new episodes, sign up now, and as a special bonus, receive Doug’s free ebook The Retirement Planning Book.

...more
View all episodesView all episodes
Download on the App Store

Goldstein on GeltBy Douglas Goldstein | CFP® | Profile Investment Services

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

30 ratings


More shows like Goldstein on Gelt

View all
Investing Insights by Morningstar

Investing Insights

490 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

772 Listeners

The Stacking Benjamins Show by StackingBenjamins.com | Cumulus Podcast Network

The Stacking Benjamins Show

1,976 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

734 Listeners

Talking Real Money - Investing Talk by Don McDonald

Talking Real Money - Investing Talk

716 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,287 Listeners

Money For the Rest of Us by J. David Stein

Money For the Rest of Us

1,362 Listeners

Rich As A King by Douglas Goldstein | CFP® | Profile Investment Services

Rich As A King

19 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

505 Listeners

Optimal Finance Daily - Financial Independence and Money Advice by Optimal Living Daily | Diania Merriam

Optimal Finance Daily - Financial Independence and Money Advice

1,267 Listeners

4-Minute Money Ideas by Douglas Goldstein | CFP® | Profile Investment Services

4-Minute Money Ideas

0 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

507 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

563 Listeners

18Forty Podcast by 18Forty

18Forty Podcast

647 Listeners

MoneyWatch with Jill Schlesinger by CBS News

MoneyWatch with Jill Schlesinger

404 Listeners

Kosher Money by Living Lchaim

Kosher Money

794 Listeners

Inspiration for the Nation with Yaakov Langer by Living Lchaim

Inspiration for the Nation with Yaakov Langer

1,062 Listeners