We are licensed both in Israel and America. Douglas Goldstein is licensed by the Israel Securities Authority as an Investment Marketer, is a Certified Financial Planner™ professional, and holds the following registrations with either FINRA, the SEC, or a state regulatory agency, in the United States: General Securities Representative Examination (Series 7); General Securities Sales Supervisor Examination (Series 8); Futures Managed Funds Examination (Series 31); Uniform Securities Agent State Law Examination (Series 63); Uniform Investment Adviser Law Examination (Series 65). Learn more about Doug’s experience by clicking here.
Published June 28, 2018.