Does your American broker want to close your U.S. Investment account?
We can help you.
Many American brokerage firms are ending their relationships with clients who have non-U.S. addresses. Profile works with Portfolio Resources Group, Inc., a U.S. brokerage firm that specializes in helping people open a U.S. brokerage account when they don’t have a U.S. address.
Profile Investment Services, Ltd. can help if you:
- Have an existing U.S. brokerage account and the firm has asked you to leave
- Are receiving an inheritance from America
- Are a non-U.S. citizen who wants to benefit from having a U.S. brokerage account
We help clients with:
Investing Inheritances and IRAs
We help roll over inherited IRAs to beneficiaries so they can maintain their tax advantages
Buying/Selling Stocks
We help you trade stocks, bonds, mutual funds, ETFs, money market CDs, and match you up with professional money managers for SMAs and managed accounts
Financial Planning
We help you determine a proper asset allocation and savings strategy in order to meet your financial and retirement goals
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