Some firms have chosen to stop servicing their overseas clients. As Portfolio Resources Group, Inc. (PRG) specializes in cross-border clients, it should be able to seamlessly transfer your account from your current brokerage firm or bank and begin to provide you with top-tier brokerage services. The Profile team will assist in the paperwork and other details of the transfer…. Read more
How can I transfer my current U.S. brokerage relationship to you?
First, we need to get to know you and your situation to be sure that we can assist you. Then, we will help you to set up a new brokerage account at Portfolio Resources Group, Inc. (PRG). The PRG back office will contact your old brokerage firm and have the assets transferred to your new account…. Read more
How can I withdraw money from my account?
There are three ways to move money out of your accounts: writing a check, using a Visa debit card, or wiring money to another account…. Read more
How can I get started?
How can I pick the right advisor?
There are many questions you should ask when selecting someone to entrust with helping you handle your money. Carefully consider these three topics when getting started: 3 Steps to Picking the Right Advisor…. Read more
Are you licensed?
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);… Read more
Can I buy mutual funds if I live outside the United States?
How do I know which stocks, bonds, or funds to buy? Can you help me?
Yes! We will work with you so you learn about the different types of investment vehicles available. This way, you can make the most appropriate choice for your individual situation. It’s important to us that our clients understand how their money is invested. Learn about some of the different investment categories by watching our educational videos,… Read more
Where are my investments held?
Client assets are held in a U.S. brokerage account in the client’s name. Profile is associated with the International Private Brokerage™ firm Portfolio Resources Group, Inc., (PRG) and securities are offered through PRG, which is a member of FINRA, SIPC, MSRB, SIFMA, and FSI. Accounts are carried by Pershing LLC., Member NYSE/SIPC,… Read more
Can I open an account if I’m not American or if I live outside of America?
Yes. Because of regulatory concerns and costs, many brokerage firms turn away clients who live outside the United States. Portfolio Resources Group Inc.’s compliance team, with more than 25 years of experience in international markets, has carefully researched the rules and regulations and welcomes people who live abroad to have U.S…. Read more